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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 %
RFA
251
Resurgent Financial Advisors
Georgia
$1.39M +$198K +3,570 +17%
LWM
252
Lionsbridge Wealth Management
Florida
$1.34M -$96.8K -1,744 -7%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$1.33M +$230K +4,139 +21%
PA
254
Pinnacle Associates
New York
$1.32M -$12.5K -225 -0.9%
PS
255
Principal Securities
Iowa
$1.32M +$797K +14,367 +152%
RJT
256
Raymond James Trust
Florida
$1.31M +$360K +6,482 +38%
E
257
ETFidea
New York
$1.31M +$41.3K +745 +3%
CIA
258
Concurrent Investment Advisors
Florida
$1.3M +$354K +6,377 +38%
SP
259
Sequent Planning
Nebraska
$1.29M -$124K -2,251 -9%
AF
260
Advisornet Financial
Minnesota
$1.29M +$164K +2,963 +15%
GWM
261
Greenwich Wealth Management
Connecticut
$1.29M +$833 +15 +0.1%
FA
262
Fiduciary Alliance
South Carolina
$1.29M +$210K +3,782 +19%
LI
263
LRI Investments
Florida
$1.28M +$1.28M +23,000 New
SDH
264
Sloy Dahl & Holst
Washington
$1.27M +$92.7K +1,670 +8%
RIL
265
Rothschild Investment LLC
Illinois
$1.27M +$305K +5,498 +32%
NC
266
Napatree Capital
Rhode Island
$1.26M +$126K +2,273 +11%
CGA
267
Crescent Grove Advisors
Illinois
$1.26M +$36K +648 +3%
OC
268
Oppenheimer & Co
New York
$1.25M -$1.65M -29,648 -57%
OPWM
269
Oxinas Partners Wealth Management
Indiana
$1.25M +$624K +11,241 +100%
NCG
270
Newport Capital Group
New Jersey
$1.24M +$1.24M +22,388 New
AWA
271
Arete Wealth Advisors
Illinois
$1.23M -$102K -1,837 -8%
TAM
272
Tucker Asset Management
Colorado
$1.22M +$55.4K +998 +5%
PWMAG
273
Pinnacle Wealth Management Advisory Group
New Jersey
$1.2M – – –
Koshinski Asset Management
274
Koshinski Asset Management
Illinois
$1.2M +$722K +12,897 +150%
PD
275
Planning Directions
Pennsylvania
$1.2M +$623K +11,218 +107%
9 10
11
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