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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

324 hedge funds and large institutions have $2.02B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 181 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+56
Holders Change %
+20.9%
% of All Funds
5.17%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
77
Increased
181
Reduced
49
Closed
19
Calls
$1.02M
Puts
$4.1M
Net Calls
-$3.08M
Net Calls Change
-$1.53M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$260M
2
Morgan Stanley
Morgan Stanley
New York
$96.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$141M
4
Wells Fargo
Wells Fargo
California
$64.7M
5
LPL Financial
LPL Financial
California
$171M

Top Sellers

1
HCM
Hilton Capital Management
New York
$0
2
PCIA
Prime Capital Investment Advisors
Kansas
$24.6M
3
RCA
Reitz Capital Advisors
Michigan
$3.75M
4
Jane Street
Jane Street
New York
$2.52M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
201
Novare Capital Management
North Carolina
$516K +$516K +11,000 New
HCM
202
Highlander Capital Management
New Jersey
$506K -$14.1K -300 -3%
BCM
203
Brookstone Capital Management
Illinois
$506K +$506K +10,792 New
FHC
204
First Heartland Consultants
Missouri
$501K +$121K +2,585 +32%
MAG
205
Mayfair Advisory Group
Alabama
$500K +$500K +10,520 New
SL
206
SWMG LLC
Texas
$497K -$105K -2,230 -17%
RA
207
Rockingstone Advisors
Massachusetts
$490K +$3.75K +80 +0.8%
EFMC
208
Empire Financial Management Company
New York
$486K +$103K +2,192 +27%
HA
209
Herold Advisors
New York
$486K +$486K +10,345 New
GRP
210
Global Retirement Partners
California
$477K +$465K +9,979 +4,008%
SWM
211
Silverlake Wealth Management
Vermont
$467K +$467K +9,944 New
KIA
212
Kraematon Investment Advisors
Massachusetts
$465K -$2.07K -44 -0.4%
SEP
213
Southland Equity Partners
Missouri
$454K +$174K +3,697 +62%
SBIA
214
Sheaff Brock Investment Advisors
Indiana
$444K +$73.3K +1,562 +20%
CA
215
Calton & Associates
Florida
$434K +$434K +9,237 New
PWM
216
Perigon Wealth Management
California
$421K +$77.9K +1,659 +23%
MWM
217
Marion Wealth Management
Pennsylvania
$419K -$30.8K -657 -7%
HAS
218
HBW Advisory Services
California
$417K -$51.3K -1,093 -11%
CIA
219
Caerus Investment Advisors
Texas
$417K +$417K +8,883 New
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$413K +$293K +6,087 +245%
FH
221
FWG Holdings
Florida
$405K +$5.44K +118 +1%
WP
222
WealthShield Partners
North Carolina
$399K +$9.1K +194 +2%
ZIMP
223
Zimmermann Investment Management & Planning
Pennsylvania
$396K +$29.8K +634 +8%
GGS
224
Galvin Gaustad & Stein
Arizona
$390K +$108K +2,300 +38%
MSFS
225
Main Street Financial Solutions
Pennsylvania
$389K +$389K +8,279 New
7 8
9
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