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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

575 hedge funds and large institutions have $5.82B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 343 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+72
Holders Change %
+14.31%
% of All Funds
8.36%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.49%
New
108
Increased
343
Reduced
86
Closed
24
Calls
$4.47M
Puts
$4.01M
Net Calls
+$466K
Net Calls Change
+$1.89M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$356M
2
Morgan Stanley
Morgan Stanley
New York
+$133M
3
Bank of America
Bank of America
North Carolina
+$73.6M
4
Ameriprise
Ameriprise
Minnesota
+$61.6M
5
LPL Financial
LPL Financial
California
+$56.5M

Top Sellers

1
MW
Marks Wealth
Maryland
-$31M
2
NYLIM
New York Life Investment Management
New York
-$25.1M
3
GAA
Global Assets Advisory
Florida
-$20.6M
4
LJCM
Lee Johnson Capital Management
Texas
-$14.4M
5
Osaic Holdings
Osaic Holdings
Arizona
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
226
Kestra Private Wealth Services
Texas
$1.67M +$117K +2,103 +8%
SFS
227
Sowell Financial Services
Arkansas
$1.66M +$309K +5,567 +23%
MA
228
Modus Advisors
Minnesota
$1.66M +$105K +1,893 +7%
BWP
229
Balboa Wealth Partners
Arizona
$1.66M +$361K +6,497 +28%
MAG
230
Mayfair Advisory Group
Alabama
$1.65M +$557K +9,978 +51%
MAC
231
Mason & Associates (California)
California
$1.64M -$150K -2,707 -8%
EFMC
232
Empire Financial Management Company
New York
$1.63M +$225K +4,050 +16%
CPC
233
Consolidated Planning Corp
Georgia
$1.62M +$81.9K +1,475 +5%
TCA
234
Transcend Capital Advisors
New Jersey
$1.61M +$19.8K +357 +1%
FA
235
Flagstar Advisors
New York
$1.61M +$45.4K +818 +3%
Thrivent Financial for Lutherans
236
Thrivent Financial for Lutherans
Minnesota
$1.6M +$332K +5,987 +26%
TGAM
237
TBH Global Asset Management
Tennessee
$1.6M +$1.04M +18,726 +187%
IF
238
Intrua Financial
Texas
$1.58M +$1.61K +29 +0.1%
TSWM
239
Tyler-Stone Wealth Management
Ohio
$1.57M +$316K +5,694 +25%
FFA
240
Florida Financial Advisors
Florida
$1.55M +$522K +9,411 +51%
MCM
241
MAI Capital Management
Ohio
$1.54M +$1.54M +27,739 New
GRP
242
Global Retirement Partners
California
$1.53M +$470K +8,474 +44%
WAM
243
WNY Asset Management
New York
$1.52M +$927K +16,710 +156%
Bank of Nova Scotia
244
Bank of Nova Scotia
Ontario, Canada
$1.52M +$1.52M +27,380 New
DWP
245
Daymark Wealth Partners
Ohio
$1.52M +$726K +13,084 +92%
MA
246
MBA Advisors
Pennsylvania
$1.52M +$3.44K +62 +0.2%
CWP
247
Concord Wealth Partners
Virginia
$1.45M +$35.3K +636 +2%
JFG
248
Jefferies Financial Group
New York
$1.44M -$41.1K -740 -3%
SA
249
Sanctuary Advisors
Indiana
$1.44M +$1.44M +27,433 New
BAG
250
Bridgewealth Advisory Group
California
$1.4M +$388K +6,990 +38%
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