We are live on ! Find out more
JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF

329 hedge funds and large institutions have $2.03B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 183 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 19

273% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 49

44% more capital invested

Capital invested by funds: $1.41B → $2.03B (+$620M)

22% more funds holding

Funds holding: 270329 (+59)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

1.09% less ownership

Funds ownership: 37.78%36.68% (-1.1%)

75% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $4.1M

Holders
329
Holders Change
+59
Holders Change %
+21.85%
% of All Funds
5.22%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
80
Increased
183
Reduced
49
Closed
19
Calls
$1.02M
Puts
$4.1M
Net Calls
-$3.08M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
151
Clarity Wealth Advisors
California
$1.02M +$482 +10 +0%
RIA
152
Realta Investment Advisors
Delaware
$1.02M
SWP
153
Summit Wealth Partners
Florida
$999K +$125K +2,587 +14%
ACM
154
AlphaStar Capital Management
North Carolina
$991K -$657K -13,649 -39%
CFG
155
Cooper Financial Group
California
$991K +$350K +7,258 +52%
TA
156
TrueWealth Advisors
Alabama
$957K +$172K +3,568 +21%
RCM
157
Rain Capital Management
Oregon
$946K -$389K -8,066 -29%
CBA
158
Coastal Bridge Advisors
Connecticut
$930K -$3.68M -76,382 -79%
HGERS
159
Householder Group Estate & Retirement Specialist
Arizona
$928K +$953K +19,778 New
ASN
160
Advisory Services Network
Georgia
$926K +$156K +3,232 +20%
FFWA
161
FRG Family Wealth Advisors
Washington
$915K +$648K +13,443 +222%
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$892K +$41.3K +858 +5%
WS
163
Wedbush Securities
California
$891K +$72.5K +1,505 +9%
PA
164
Parallel Advisors
California
$880K +$372K +7,726 +70%
Lido Advisors
165
Lido Advisors
California
$862K +$104K +2,165 +13%
LNC
166
Lincoln National Corp
Pennsylvania
$856K +$386K +8,010 +78%
NW
167
NewEdge Wealth
Pennsylvania
$855K +$375K +7,792 +75%
HI
168
Harbour Investments
Wisconsin
$828K +$257K +5,339 +43%
CIAS
169
Capital Investment Advisory Services
North Carolina
$792K +$813K +16,885 New
TAM
170
Tucker Asset Management
Colorado
$778K +$136K +2,814 +20%
BWA
171
Beam Wealth Advisors
Louisiana
$775K +$54.5K +1,131 +7%
AUB
172
Atlantic Union Bankshares
Virginia
$771K +$34.8K +722 +5%
NCG
173
Newport Capital Group
New Jersey
$766K +$786K +16,315 New
RRA
174
Round Rock Advisors
Connecticut
$765K +$483K +10,020 +160%
JWCA
175
J.W. Cole Advisors
Florida
$763K +$241K +5,009 +45%