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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 %
BFEC
276
Benjamin F. Edwards & Company
Missouri
$1.2M -$14.6K -263 -1%
CFA
277
Cahill Financial Advisors
Minnesota
$1.19M +$704K +12,679 +144%
Mercer Global Advisors
278
Mercer Global Advisors
Colorado
$1.18M -$56.4K -1,016 -5%
AA
279
AlphaMark Advisors
Kentucky
$1.17M +$71.9K +1,295 +7%
PA
280
Parallel Advisors
California
$1.17M -$6.77K -122 -0.6%
RCM
281
Rain Capital Management
Oregon
$1.15M -$18.8K -346 -2%
S
282
Sunpointe
Missouri
$1.15M +$220K +3,964 +24%
Creative Planning
283
Creative Planning
Kansas
$1.15M +$837K +15,078 +271%
HWP
284
Hibernia Wealth Partners
Louisiana
$1.13M +$635K +11,447 +128%
PA
285
Procyon Advisors
Connecticut
$1.11M +$1.11K +20 +0.1%
HA
286
Herold Advisors
New York
$1.09M +$56.3K +1,015 +5%
NCM
287
Novare Capital Management
North Carolina
$1.08M +$250K +4,500 +30%
NI
288
NCP Inc
California
$1.07M +$188K +3,389 +21%
KIA
289
Kraematon Investment Advisors
Massachusetts
$1.07M +$57.6K +1,037 +6%
HAS
290
HBW Advisory Services
California
$1.05M +$322K +5,796 +44%
MA
291
Mutual Advisors
Nebraska
$1.04M +$157K +2,963 +18%
FIA
292
FNY Investment Advisers
New York
$1.04M – – –
GM
293
GeoWealth Management
Illinois
$1.03M -$28.7K -517 -3%
SFA
294
Source Financial Advisors
New York
$1.03M -$28.7K -517 -3%
FLPIM
295
F.L. Putnam Investment Management
Massachusetts
$1.02M +$1.02M +18,353 New
CFG
296
Cooper Financial Group
California
$1.02M -$56.3K -1,015 -5%
SWM
297
Silverlake Wealth Management
Vermont
$1.01M +$213K +3,833 +27%
MP
298
McDonald Partners
Ohio
$1.01M +$63.8K +1,149 +7%
TCM
299
Triumph Capital Management
Colorado
$986K +$986K +17,762 New
DADC
300
D.A. Davidson & Co
Montana
$983K +$127K +2,286 +15%
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12
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