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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

745 hedge funds and large institutions have $8.72B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 396 increasing their positions, 120 reducing their positions, and 28 closing their positions.

Holders
745
Holders Change
+139
Holders Change %
+22.94%
% of All Funds
9.92%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.61%
New
178
Increased
396
Reduced
120
Closed
28
Calls
$18.7M
Puts
$10.8M
Net Calls
+$7.95M
Net Calls Change
+$6.68M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$175M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.14B
3
Morgan Stanley
3
Morgan Stanley
New York
$939M
4
Bank of America
4
Bank of America
North Carolina
$446M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$1.22B

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$3.34M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$12.6M
3
SFG
3
Socha Financial Group
New York
$4.89M
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$330K
5
DIM
5
Delta Investment Management
California
$5.86M
Name Market Value Shares Shares
Change 		Shares
Change %
FA
226
Flagstar Advisors
New York
$2.52M 44,395 +11,152 +34%
Creative Planning
227
Creative Planning
Kansas
$2.52M 44,683 +21,075 +89%
AWM
228
Avior Wealth Management
Nebraska
$2.5M 44,294 +14,917 +51%
CF
229
Concorde Financial
Texas
$2.48M 43,713 +435 +1%
ACM
230
AlphaStar Capital Management
North Carolina
$2.48M 44,065 +6,481 +17%
4A
231
4Wealth Advisors
Illinois
$2.48M 43,966 +43,966 New
GWM
232
Geneos Wealth Management
Colorado
$2.48M 43,953 +43,953 New
WI
233
Westbourne Investments
Virginia
$2.43M 43,180 +43,180 New
TGAM
234
TBH Global Asset Management
Tennessee
$2.4M 42,525 -506 -1%
WWM
235
Wagner Wealth Management
South Carolina
$2.38M 42,151 -934 -2%
DOA
236
D'Orazio & Associates
Virginia
$2.37M 42,050 +1,925 +5%
TCWM
237
Total Clarity Wealth Management
Illinois
$2.35M 41,768 -46,495 -53%
S
238
Sunpointe
Missouri
$2.35M 41,271 +19,243 +87%
FZCM
239
Flynn Zito Capital Management
New York
$2.33M 41,358 +2,163 +6%
SWA
240
Stratos Wealth Advisors
Ohio
$2.33M 41,263 -637 -2%
LFS
241
Littlejohn Financial Services
Oregon
$2.32M 41,077 +41,077 New
CWIG
242
Chung Wu Investment Group
Texas
$2.3M 40,866 +40,866 New
SRA
243
Secured Retirement Advisors
Minnesota
$2.28M 40,406 +985 +2%
BAM
244
Bellevue Asset Management
Washington
$2.25M 39,831 +545 +1%
IA
245
IFP Advisors
Florida
$2.22M 39,328 +2,628 +7%
WE
246
Wealth Effects
Massachusetts
$2.22M 39,289 +4,889 +14%
MPW
247
Monterey Private Wealth
California
$2.21M 39,194 +17,972 +85%
MA
248
Mutual Advisors
Nebraska
$2.2M 38,956 +9,667 +33%
MBTD
249
Mechanics Bank - Trust Department
California
$2.2M 39,050 +23,760 +155%
IF
250
Intrua Financial
Texas
$2.16M 38,372 +11,256 +42%
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