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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

420 hedge funds and large institutions have $3.6B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+96
Holders Change %
+29.63%
% of All Funds
6.16%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.43%
New
117
Increased
229
Reduced
52
Closed
18
Calls
$2.85M
Puts
$3.02M
Net Calls
-$173K
Net Calls Change
+$2.91M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$655M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$421M
3
Bank of America
Bank of America
North Carolina
$117M
4
LPL Financial
LPL Financial
California
$253M
5
Wells Fargo
Wells Fargo
California
$138M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$127M
2
ACA
Aptus Capital Advisors
Alabama
$647K
3
PCIA
Prime Capital Investment Advisors
Kansas
$17M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Jane Street
Jane Street
New York
$524K
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
151
OneDigital Investment Advisors
Kansas
$1.86M +$55.7K +1,115 +3%
OC
152
Oppenheimer & Co
New York
$1.82M +$327K +6,547 +22%
JPLA
153
Joseph P. Lucia & Associates
New York
$1.82M -$50.9K -1,020 -3%
IA
154
IFP Advisors
Florida
$1.82M +$411K +8,237 +29%
JSL
155
JT Stratford LLC
Georgia
$1.76M +$10K +201 +0.6%
IAIM
156
International Assets Investment Management
Florida
$1.76M +$113K +2,268 +7%
BAM
157
Bellevue Asset Management
Washington
$1.75M +$1.69M +33,891 +3,081%
GCP
158
Gill Capital Partners
Colorado
$1.74M +$19.8K +397 +1%
BEI
159
Benjamin Edwards Inc
Missouri
$1.72M -$82.1K -1,644 -5%
NFG
160
Nations Financial Group
Iowa
$1.71M +$213K +4,268 +14%
LAM
161
Lifestyle Asset Management
Texas
$1.66M +$1.3M +26,031 +363%
OL
162
Owen LaRue
Kentucky
$1.65M +$1.65M +33,110 New
SFA
163
Source Financial Advisors
New York
$1.65M +$749 +15 +0%
GM
164
GeoWealth Management
Illinois
$1.65M -$120K -2,411 -7%
PWM
165
Purus Wealth Management
California
$1.64M +$109K +2,175 +7%
SFP
166
Sandbox Financial Partners
Maryland
$1.62M +$1.62M +32,492 New
William Blair & Company
167
William Blair & Company
Illinois
$1.56M +$1.5M +29,996 +2,531%
WE
168
Wealth Effects
Massachusetts
$1.51M +$283K +5,677 +23%
JFG
169
Jefferies Financial Group
New York
$1.46M +$22.2K +445 +2%
IF
170
Intrua Financial
Texas
$1.42M -$186K -3,735 -12%
LNC
171
Lincoln National Corp
Pennsylvania
$1.4M +$492K +9,860 +54%
SWP
172
Semus Wealth Partners
Florida
$1.4M +$302K +6,056 +28%
RWPA
173
Richard W. Paul & Associates
Michigan
$1.38M +$21.2K +425 +2%
DOA
174
D'Orazio & Associates
Virginia
$1.37M +$1.37M +27,364 New
CWA
175
Clarity Wealth Advisors
California
$1.36M +$273K +5,459 +25%
5 6
7
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