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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

203 hedge funds and large institutions have $719M invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 99 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+61
Holders Change %
+42.96%
% of All Funds
3.25%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
73
Increased
99
Reduced
21
Closed
12
Calls
$154K
Puts
$502K
Net Calls
-$348K
Net Calls Change
-$499K

Top Buyers

1
LPL Financial
LPL Financial
California
$86.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$45.1M
3
LJCM
Lee Johnson Capital Management
Texas
$24.9M
4
KAS
Kestra Advisory Services
Texas
$21.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$46.4M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
$24.4M
2
Jane Street
Jane Street
New York
$2.57M
3
SA
Stewardship Advisors
Pennsylvania
$0
4
Citadel Advisors
Citadel Advisors
Florida
$609K
5
CA
Clearstead Advisors
Ohio
$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$91K +$13.9K +309 +18%
FWA
177
FSC Wealth Advisors
New York
$58.1K +$58.1K +1,289 New
KFS
178
Kelly Financial Services
Massachusetts
$56.7K +$56.7K +1,258 New
William Blair & Company
179
William Blair & Company
Illinois
$53.4K +$53.4K +1,185 New
BAM
180
Bellevue Asset Management
Washington
$49.6K – – –
BAM
181
Belpointe Asset Management
Nevada
$32K +$28.6K +635 +847%
PGAM
182
Princeton Global Asset Management
New Jersey
$28.2K – – –
BFEC
183
Benjamin F. Edwards & Company
Missouri
$27K – – –
US Bancorp
184
US Bancorp
Minnesota
$25.8K +$25.8K +572 New
Commonwealth Equity Services
185
Commonwealth Equity Services
Massachusetts
$25.4K +$7.57K +167,986 +42%
HT
186
Headlands Technologies
Illinois
$22.8K +$22.8K +506 New
NFSG
187
Newbridge Financial Services Group
Florida
$18.9K +$14.4K +319 +319%
CWA
188
Core Wealth Advisors
Florida
$17K – – –
HIA
189
Harbor Investment Advisory
Maryland
$15K +$7.89K +175 +111%
AWM
190
Avior Wealth Management
Nebraska
$11K +$5.59K +124 +103%
PTC
191
Private Trust Company
Ohio
$10.4K +$10.4K +231 New
SS
192
Sunbelt Securities
Texas
$6.71K +$6.71K +150 New
PAG
193
Paladin Advisory Group
Iowa
$6.18K +$6.18K +137 New
MIM
194
Macroview Investment Management
Maryland
$5.53K +$225 +5 +4%
HCP
195
Hexagon Capital Partners
Arkansas
$4.51K – – –
MAWA
196
Moss Adams Wealth Advisors
Washington
$4.51K +$4.51K +100 New
KTC
197
Kistler-Tiffany Companies
Pennsylvania
$3.52K – – –
S
198
SignatureFD
Georgia
$2.57K – – –
IHWM
199
Iron Horse Wealth Management
Iowa
$2.26K +$2.26K +50 New
GRP
200
Global Retirement Partners
California
$1.64K +$501 +11 +44%
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