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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 %
CG
301
Cutler Group
California
$629K +$273K +5,028 +77%
SWM
302
SeaCrest Wealth Management
New York
$624K +$44.4K +819 +8%
Belvedere Trading
303
Belvedere Trading
Illinois
$615K +$615K +11,344 New
OPWM
304
Oxinas Partners Wealth Management
Indiana
$611K +$611K +11,268 New
MAM
305
Morse Asset Management
Connecticut
$605K +$198K +3,645 +49%
US Bancorp
306
US Bancorp
Minnesota
$604K +$238K +4,381 +65%
ASN
307
Advisory Services Network
Georgia
$583K +$56.8K +1,048 +11%
WAM
308
WNY Asset Management
New York
$581K +$221K +4,070 +61%
RA
309
RFG Advisory
Alabama
$579K +$579K +10,671 New
SFC
310
Strategic Financial Concepts
Texas
$570K +$570K +10,505 New
PD
311
Planning Directions
Pennsylvania
$566K +$566K +10,443 New
AAS
312
Annex Advisory Services
Wisconsin
$564K – – –
VA
313
Valmark Advisers
Ohio
$563K +$323K +5,950 +134%
EFS
314
Essex Financial Services
Connecticut
$557K +$217K +4,000 +64%
KWM
315
KFG Wealth Management
Indiana
$548K +$548K +10,095 New
TGAM
316
TBH Global Asset Management
Tennessee
$544K +$544K +10,038 New
ZIMP
317
Zimmermann Investment Management & Planning
Pennsylvania
$540K +$104K +1,917 +24%
CAM
318
Cresset Asset Management
Illinois
$536K -$331K -6,107 -38%
MWM
319
Marion Wealth Management
Pennsylvania
$526K +$38.3K +707 +8%
CD
320
Chapin Davis
Maryland
$514K +$514K +9,470 New
PS
321
Principal Securities
Iowa
$513K +$207K +3,817 +68%
RWA
322
Redhawk Wealth Advisors
Minnesota
$508K +$153K +2,820 +43%
Bank of Montreal
323
Bank of Montreal
Ontario, Canada
$504K +$37.9K +698 +8%
GGS
324
Galvin Gaustad & Stein
Arizona
$504K – – –
GWANC
325
Guardian Wealth Advisors (North Carolina)
North Carolina
$504K +$504K +9,289 New
11 12
13
14 15