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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

503 hedge funds and large institutions have $4.64B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 279 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+83
Holders Change %
+19.76%
% of All Funds
7.29%
Holding in Top 10
38
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+31.03%
% of All Funds
0.55%
New
110
Increased
279
Reduced
83
Closed
24
Calls
$3.49M
Puts
$4.91M
Net Calls
-$1.42M
Net Calls Change
-$1.25M

Top Buyers

1
MW
Marks Wealth
Maryland
+$117M
2
Bank of America
Bank of America
North Carolina
+$116M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$85.2M
4
Wells Fargo
Wells Fargo
California
+$72.3M
5
LPL Financial
LPL Financial
California
+$61.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$155M
2
LJCM
Lee Johnson Capital Management
Texas
-$28.7M
3
AWM
AE Wealth Management
Kansas
-$23.6M
4
NYLIM
New York Life Investment Management
New York
-$17.8M
5
GMFG
Greater Midwest Financial Group
Minnesota
-$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGA
226
Crescent Grove Advisors
Illinois
$1.19M +$23.7K +437 +2%
PP
227
PDS Planning
Ohio
$1.19M +$697K +12,848 +141%
BFEC
228
Benjamin F. Edwards & Company
Missouri
$1.19M -$28K -517 -2%
NFSG
229
Newbridge Financial Services Group
Florida
$1.18M +$996K +18,357 +536%
PWMAG
230
Pinnacle Wealth Management Advisory Group
New Jersey
$1.18M +$99.7K +1,839 +9%
RCM
231
Rain Capital Management
Oregon
$1.17M -$63.9K -1,178 -5%
RFA
232
Resurgent Financial Advisors
Georgia
$1.16M +$707K +13,039 +155%
SDH
233
Sloy Dahl & Holst
Washington
$1.15M +$290K +5,345 +34%
PA
234
Parallel Advisors
California
$1.15M +$79.8K +1,472 +7%
TAM
235
Tucker Asset Management
Colorado
$1.14M +$133K +2,455 +13%
RIA
236
Realta Investment Advisors
Delaware
$1.13M -$58.7K -1,082 -5%
AF
237
Advisornet Financial
Minnesota
$1.1M +$123K +2,267 +13%
William Blair & Company
238
William Blair & Company
Illinois
$1.09M -$598K -11,017 -35%
PA
239
Procyon Advisors
Connecticut
$1.09M +$1.09M +20,020 New
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$1.08M +$1.04M +19,255 +3,052%
AA
241
AlphaMark Advisors
Kentucky
$1.08M -$64.7K -1,193 -6%
GLA
242
Good Life Advisors
Pennsylvania
$1.06M +$422K +7,781 +66%
NC
243
Napatree Capital
Rhode Island
$1.06M +$56.9K +1,093 +6%
MAG
244
Mayfair Advisory Group
Alabama
$1.06M +$263K +4,847 +33%
CFG
245
Cooper Financial Group
California
$1.05M -$191K -3,514 -15%
FA
246
Fiduciary Alliance
South Carolina
$1.05M +$675K +12,525 +181%
GRP
247
Global Retirement Partners
California
$1.03M +$68.2K +1,258 +7%
GM
248
GeoWealth Management
Illinois
$1.03M -$756K -13,935 -42%
SFA
249
Source Financial Advisors
New York
$1.03M -$756K -13,935 -42%
IWA
250
IVC Wealth Advisors
Pennsylvania
$1.03M +$1.03M +18,990 New
8 9
10
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