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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 %
TCA
276
Transcend Capital Advisors
New Jersey
$1.85M 32,863 +3,728 +13%
IP
277
Integras Partners
Georgia
$1.85M 32,727 +32,727 New
BAG
278
Bridgewealth Advisory Group
California
$1.84M 31,635 +2,023 +7%
CIA
279
Capital Investment Advisors
Georgia
$1.82M 32,368 +3,619 +13%
EWA
280
Evolution Wealth Advisors
Florida
$1.82M 32,350 +32,350 New
AF
281
Advisornet Financial
Minnesota
$1.82M 32,254 +7,142 +28%
MSWA
282
Marshall & Sterling Wealth Advisors
New York
$1.79M 31,769 +31,769 New
RMC
283
Ring Mountain Capital
California
$1.79M 31,751 +31,751 New
SWMG
284
Stillwater Wealth Management Group
Florida
$1.76M 31,231 +31,231 New
OPWM
285
Oxinas Partners Wealth Management
Indiana
$1.72M 30,465 -691 -2%
MFG
286
Merit Financial Group
Georgia
$1.72M 30,450 +30,450 New
FHC
287
First Heartland Consultants
Missouri
$1.71M 30,367 +4,315 +17%
TAM
288
Tucker Asset Management
Colorado
$1.7M 30,072 +3,111 +12%
EFMC
289
Empire Financial Management Company
New York
$1.67M 29,708 -440 -1%
OL
290
Owen LaRue
Kentucky
$1.66M 29,368 +5,606 +24%
IA
291
IFG Advisory
Georgia
$1.65M 29,198 -1,867 -6%
5W
292
5T Wealth
California
$1.6M 28,438 +28,438 New
MA
293
MBA Advisors
Pennsylvania
$1.6M 28,356 +1,415 +5%
RFA
294
Resurgent Financial Advisors
Georgia
$1.6M 28,335 +4,987 +21%
CPC
295
Consolidated Planning Corp
Georgia
$1.59M 28,286 +245 +0.9%
GAA
296
Global Assets Advisory
Florida
$1.59M 28,335 +1,252 +5%
GWM
297
Greenwich Wealth Management
Connecticut
$1.59M 28,240 +4,791 +20%
CAM
298
Cresset Asset Management
Illinois
$1.58M 27,732 +12,238 +79%
JFG
299
Jefferies Financial Group
New York
$1.53M 27,135 -1,065 -4%
CFP
300
Comprehensive Financial Planning
Pennsylvania
$1.52M 27,047 +27,047 New
10 11
12
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