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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 %
SWP
251
Summit Wealth Partners
Florida
$2.11M 37,441 -378 -1%
DADC
252
D.A. Davidson & Co
Montana
$2.11M 37,388 +18,175 +95%
WA
253
Whipplewood Advisors
Colorado
$2.11M 37,385 +37,385 New
MA
254
Modus Advisors
Minnesota
$2.1M 37,176 +3,474 +10%
ACMG
255
Anchor Capital Management Group
California
$2.09M 37,000 +37,000 New
NL
256
NWAM LLC
Washington
$2.09M 36,992 +9,023 +32%
PP
257
PDS Planning
Ohio
$2.08M 36,894 +206 +0.6%
PA
258
PFG Advisors
Arizona
$2.08M 36,815 +9,516 +35%
TA
259
TrueWealth Advisors
Alabama
$2.05M 36,424 +3,691 +11%
RWPA
260
Richard W. Paul & Associates
Michigan
$2.04M 36,156 +103 +0.3%
IAS
261
Investment Advisory Services
Texas
$2.02M 35,761 +21,603 +153%
KIM
262
Kane Investment Management
California
$2M 35,440 +35,440 New
BIP
263
Blue Investment Partners
California
$1.99M 35,330 -55 -0.2%
GCP
264
Gill Capital Partners
Colorado
$1.99M 35,266 – –
SDH
265
Sloy Dahl & Holst
Washington
$1.98M 35,048 +5,055 +17%
VAM
266
Verity Asset Management
North Carolina
$1.97M 34,975 +1,448 +4%
CB
267
Cadence Bank
Mississippi
$1.97M 34,882 +30,782 +751%
JPLA
268
Joseph P. Lucia & Associates
New York
$1.94M 34,401 +606 +2%
IPA
269
Investment Planning Advisors
Georgia
$1.92M 34,043 +625 +2%
CWA
270
Clarity Wealth Advisors
California
$1.92M 34,036 +772 +2%
ACA
271
Aptus Capital Advisors
Alabama
$1.91M 33,742 +5,871 +21%
PPWM
272
Perissos Private Wealth Management
Oklahoma
$1.89M 33,595 +17,561 +110%
FWM
273
Foguth Wealth Management
Michigan
$1.89M 32,556 +32,556 New
SAM
274
Smartleaf Asset Management
Massachusetts
$1.88M 32,826 +18,009 +122%
PD
275
Planning Directions
Pennsylvania
$1.87M 33,097 +8,334 +34%
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