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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 %
PWM
301
Perigon Wealth Management
California
$967K +$77.8K +1,402 +9%
MPW
302
Monterey Private Wealth
California
$965K +$965K +17,386 New
WCFA
303
Walkner Condon Financial Advisors
Wisconsin
$948K -$1.06K -19 -0.1%
FSI
304
Flow State Investments
Illinois
$944K -$4.55K -82 -0.5%
IFPG
305
Intrepid Financial Planning Group
Indiana
$936K +$571K +10,284 +156%
SEP
306
Southland Equity Partners
Missouri
$933K +$57.5K +1,036 +7%
RIA
307
Realta Investment Advisors
Delaware
$929K -$223K -4,013 -19%
JIP
308
Jaffetilchin Investment Partners
Florida
$916K -$28K -505 -3%
GGV
309
GG Group Ventures
Florida
$897K +$897K +17,125 New
SS
310
Sunbelt Securities
Texas
$879K +$407K +7,326 +86%
PI
311
PFG Investments
New York
$878K +$47K +847 +6%
KWM
312
KFG Wealth Management
Indiana
$872K +$312K +5,621 +56%
BWA
313
Beam Wealth Advisors
Louisiana
$859K +$16.2K +292 +2%
US Bancorp
314
US Bancorp
Minnesota
$843K +$225K +4,061 +36%
SCA
315
Snowden Capital Advisors
New York
$839K +$55.8K +1,005 +7%
FAM
316
Frontier Asset Management
Wyoming
$834K +$834K +15,021 New
Mirae Asset Global Investments
317
Mirae Asset Global Investments
South Korea
$811K +$20.6K +370 +3%
JF
318
JSF Financial
California
$810K -$2.39K -43 -0.3%
WWM
319
Western Wealth Management
Colorado
$798K +$105K +1,893 +15%
WCM
320
Westend Capital Management
California
$784K +$368K +6,672 +89%
NCM
321
NCM Capital Management
New Jersey
$784K +$15.3K +276 +2%
ASN
322
Advisory Services Network
Georgia
$780K +$183K +3,298 +31%
VA
323
Valmark Advisers
Ohio
$765K +$188K +3,393 +33%
PA
324
PFG Advisors
Arizona
$761K +$274K +4,940 +56%
RA
325
Rockingstone Advisors
Massachusetts
$761K -$16.7K -300 -2%
11 12
13
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