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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 %
HA
251
Herold Advisors
New York
$1.01M +$330K +6,082 +49%
IA
252
IFG Advisory
Georgia
$1M +$776K +14,314 +340%
FFA
253
Florida Financial Advisors
Florida
$1M +$701K +12,919 +233%
4WM
254
49 Wealth Management
Texas
$1,000K +$4.48K +83 +0.4%
BAG
255
Bridgewealth Advisory Group
California
$986K +$643K +11,847 +187%
KIA
256
Kraematon Investment Advisors
Massachusetts
$986K +$137K +2,534 +16%
AUB
257
Atlantic Union Bankshares
Virginia
$972K +$12.9K +237 +1%
RIL
258
Rothschild Investment LLC
Illinois
$945K +$86.2K +1,589 +10%
RJT
259
Raymond James Trust
Florida
$930K +$557K +10,264 +149%
WCFA
260
Walkner Condon Financial Advisors
Wisconsin
$927K +$205K +3,775 +28%
FSI
261
Flow State Investments
Illinois
$927K +$927K +17,082 New
JIP
262
Jaffetilchin Investment Partners
Florida
$922K +$153K +2,813 +20%
CIA
263
Concurrent Investment Advisors
Florida
$922K +$922K +17,005 New
MP
264
McDonald Partners
Ohio
$921K +$256K +4,714 +38%
MA
265
Mutual Advisors
Nebraska
$907K +$274K +5,058 +43%
S
266
Sunpointe
Missouri
$907K – – –
PWM
267
Perigon Wealth Management
California
$869K +$135K +2,497 +18%
NI
268
NCP Inc
California
$863K +$863K +15,902 New
ZF
269
Zega Financial
Florida
$861K +$53.5K +987 +7%
RRA
270
Round Rock Advisors
Connecticut
$858K -$28.9K -533 -3%
SEP
271
Southland Equity Partners
Missouri
$855K +$54.1K +997 +7%
DADC
272
D.A. Davidson & Co
Montana
$837K +$321K +5,916 +62%
BWA
273
Beam Wealth Advisors
Louisiana
$824K +$13.9K +257 +2%
EP
274
Eudaimonia Partners
Tennessee
$822K – – –
NCM
275
Novare Capital Management
North Carolina
$814K +$163K +3,000 +25%
9 10
11
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