JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
VVP
176
Venture Visionary Partners
Ohio
$1.34M +$1.34M +26,905 New
MA
177
MBA Advisors
Pennsylvania
$1.31M +$184K +3,681 +16%
NWM
178
Napa Wealth Management
California
$1.23M +$1.23M +24,656 New
TCA
179
Transcend Capital Advisors
New Jersey
$1.23M +$1.23M +24,634 New
SWP
180
Summit Wealth Partners
Florida
$1.22M +$155K +3,097 +15%
CIAS
181
Capital Investment Advisory Services
North Carolina
$1.22M +$373K +7,474 +44%
CWP
182
Concord Wealth Partners
Virginia
$1.21M +$35.4K +709 +3%
FFWA
183
FRG Family Wealth Advisors
Washington
$1.21M +$235K +4,700 +24%
TA
184
TrueWealth Advisors
Alabama
$1.18M +$161K +3,224 +16%
AWA
185
Arete Wealth Advisors
Illinois
$1.15M +$1.15M +22,998 New
KPWS
186
Kestra Private Wealth Services
Texas
$1.14M +$462K +9,243 +68%
CFG
187
Cooper Financial Group
California
$1.14M +$88.1K +1,765 +8%
RCM
188
Rain Capital Management
Oregon
$1.14M +$133K +2,659 +13%
BFEC
189
Benjamin F. Edwards & Company
Missouri
$1.12M +$1.12M +22,383 New
RIA
190
Realta Investment Advisors
Delaware
$1.09M +$41.8K +838 +4%
CGA
191
Crescent Grove Advisors
Illinois
$1.09M -$486K -9,663 -31%
PA
192
Pinnacle Associates
New York
$1.06M +$375K +7,507 +54%
NL
193
NWAM LLC
Washington
$1.06M -$46.4K -930 -4%
AA
194
AlphaMark Advisors
Kentucky
$1.05M +$727K +14,567 +225%
HI
195
Harbour Investments
Wisconsin
$1.03M +$147K +2,947 +17%
WA
196
Waverly Advisors
Alabama
$1.01M +$277K +5,545 +38%
PWMAG
197
Pinnacle Wealth Management Advisory Group
New Jersey
$991K +$375K +7,507 +61%
GWM
198
Greenwich Wealth Management
Connecticut
$985K +$985K +19,734 New
PA
199
Parallel Advisors
California
$983K +$47.1K +943 +5%
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$976K +$976K +19,541 New