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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

268 hedge funds and large institutions have $1.4B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 149 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+65
Holders Change %
+32.02%
% of All Funds
4.23%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
82
Increased
149
Reduced
26
Closed
17
Calls
$339K
Puts
$1.89M
Net Calls
-$1.55M
Net Calls Change
-$1.2M

Top Buyers

1
NYLIM
New York Life Investment Management
New York
$45.5M
2
RIG
RiverFront Investment Group
Virginia
$90M
3
HCM
Hilton Capital Management
New York
$44.6M
4
LPL Financial
LPL Financial
California
$133M
5
UBS Group
UBS Group
Switzerland
$65M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$14.8M
2
WHG
Westwood Holdings Group
Texas
$14.6M
3
PFS
Prospera Financial Services
Texas
$4.57M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
SAM
Synergy Asset Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
176
Lincoln National Corp
Pennsylvania
$494K +$171K +3,530 +53%
MP
177
McDonald Partners
Ohio
$493K +$8.13K +168 +2%
KWA
178
Kingswood Wealth Advisors
California
$487K +$487K +10,060 New
E
179
ETFidea
New York
$486K +$486K +10,050 New
HAS
180
HBW Advisory Services
California
$483K +$483K +9,978 New
KIA
181
Kraematon Investment Advisors
Massachusetts
$481K +$481K +9,953 New
SWP
182
Stratos Wealth Partners
Ohio
$478K +$241K +4,984 +102%
PWMAG
183
Pinnacle Wealth Management Advisory Group
New Jersey
$472K – – –
MWM
184
Marion Wealth Management
Pennsylvania
$464K +$464K +9,595 New
FH
185
FWG Holdings
Florida
$423K +$423K +8,672 New
WP
186
WealthShield Partners
North Carolina
$401K +$90.9K +1,879 +29%
EFMC
187
Empire Financial Management Company
New York
$395K +$395K +8,156 New
FHC
188
First Heartland Consultants
Missouri
$391K +$391K +8,090 New
BWM
189
Birchcreek Wealth Management
Ohio
$384K +$384K +7,934 New
SBIA
190
Sheaff Brock Investment Advisors
Indiana
$382K +$382K +7,899 New
VWM
191
Vigilare Wealth Management
Arizona
$381K -$59.4K -1,228 -13%
CIBC World Market
192
CIBC World Market
Ontario, Canada
$378K +$378K +7,815 New
ZIMP
193
Zimmermann Investment Management & Planning
Pennsylvania
$377K +$13.1K +270 +4%
KFS
194
Kelly Financial Services
Massachusetts
$364K +$303K +6,267 +498%
PWM
195
Perigon Wealth Management
California
$353K +$19.4K +402 +6%
KPWS
196
Kestra Private Wealth Services
Texas
$343K +$40K +826 +13%
SFC
197
Strategic Financial Concepts
Texas
$343K +$343K +7,100 New
AF
198
Advisornet Financial
Minnesota
$338K +$146K +3,011 +76%
TFS
199
Thoroughbred Financial Services
Tennessee
$326K +$326K +6,745 New
CFGS
200
Concourse Financial Group Securities
Alabama
$312K +$57.4K +1,186 +23%
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