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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 %
PI
276
PFG Investments
New York
$813K +$366K +6,739 +82%
JF
277
JSF Financial
California
$794K +$313K +5,770 +65%
SWM
278
Silverlake Wealth Management
Vermont
$776K +$536K +9,880 +223%
DWP
279
Daymark Wealth Partners
Ohio
$773K +$82.2K +1,515 +12%
Mirae Asset Global Investments
280
Mirae Asset Global Investments
South Korea
$772K +$772K +14,230 New
SFG
281
SevenBridge Financial Group
Pennsylvania
$769K +$56.2K +1,065 +8%
SCA
282
Snowden Capital Advisors
New York
$765K +$307K +5,664 +67%
RA
283
Rockingstone Advisors
Massachusetts
$760K +$14.9K +275 +2%
NCM
284
NCM Capital Management
New Jersey
$751K -$37.9K -699 -5%
SFA
285
Sequoia Financial Advisors
Ohio
$720K +$720K +13,283 New
KF
286
Krilogy Financial
Missouri
$716K +$716K +13,209 New
IW
287
Imprint Wealth
South Carolina
$716K +$716K +13,283 New
CAAS
288
Capital Asset Advisory Services
Michigan
$716K -$95.5K -1,782 -12%
EFS
289
Econ Financial Services
Pennsylvania
$711K +$711K +13,113 New
PIA
290
Panoramic Investment Advisors
Colorado
$694K +$13.6K +250 +2%
SSWM
291
Sheets Smith Wealth Management
North Carolina
$693K +$24.4K +450 +4%
IAN
292
Integrated Advisors Network
Texas
$692K -$4.72K -87 -0.7%
MCC
293
Money Concepts Capital
Florida
$683K +$207K +3,813 +43%
SBIA
294
Sheaff Brock Investment Advisors
Indiana
$678K +$139K +2,565 +26%
HFS
295
Howard Financial Services
Texas
$678K -$28.3K -522 -4%
WWM
296
Western Wealth Management
Colorado
$678K +$293K +5,409 +76%
Bank of New York Mellon
297
Bank of New York Mellon
New York
$653K -$18.7K -344 -3%
HAS
298
HBW Advisory Services
California
$653K – – –
CW
299
CreativeOne Wealth
Kansas
$639K +$311K +5,735 +95%
CPL
300
CAP Partners LLC
Tennessee
$630K +$33.1K +611 +6%
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