JEPQ icon

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
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.14B
2
Morgan Stanley
2
Morgan Stanley
New York
$939M
3
Bank of America
3
Bank of America
North Carolina
$446M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.22B
5
LPL Financial
5
LPL Financial
California
$503M

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 %
JIC
301
Johnson Investment Counsel
Ohio
$1.52M 26,979 +26,979 New
FA
302
Fiduciary Alliance
South Carolina
$1.51M 26,804 +5,357 +25%
EWA
303
EP Wealth Advisors
California
$1.51M 26,761 +4,373 +20%
SC
304
Scotia Capital
Ontario, Canada
$1.49M 26,495 +1,396 +6%
HT
305
Headlands Technologies
Illinois
$1.47M 26,087 +25,912 +14,807%
FFA
306
Florida Financial Advisors
Florida
$1.47M 26,084 -1,283 -5%
DWP
307
Daymark Wealth Partners
Ohio
$1.46M 25,809 +392 +2%
SS
308
Sunbelt Securities
Texas
$1.46M 25,424 -575 -2%
DWM
309
Drive Wealth Management
Utah
$1.45M 25,435 +3,698 +17%
CWP
310
Concord Wealth Partners
Virginia
$1.44M 25,620 -566 -2%
US Bancorp
311
US Bancorp
Minnesota
$1.44M 25,504 +3,357 +15%
VA
312
Valmark Advisers
Ohio
$1.43M 25,285 +8,860 +54%
ISFAN
313
Investor's Fiduciary Advisor Network
Washington
$1.4M 24,843 +24,843 New
Mercer Global Advisors
314
Mercer Global Advisors
Colorado
$1.39M 24,636 -3,510 -12%
SP
315
Sequent Planning
Nebraska
$1.39M 24,634 -75 -0.3%
HA
316
Herold Advisors
New York
$1.39M 24,565 +2,160 +10%
KIA
317
Kraematon Investment Advisors
Massachusetts
$1.35M 23,866 +2,609 +12%
FAM
318
Frontier Asset Management
Wyoming
$1.34M 23,818 +4,750 +25%
NI
319
NCP Inc
California
$1.34M 23,754 +5,734 +32%
Lido Advisors
320
Lido Advisors
California
$1.33M 23,457 +14,898 +174%
NC
321
Napatree Capital
Rhode Island
$1.32M 23,463 +667 +3%
CIA
322
Concurrent Investment Advisors
Florida
$1.31M 23,205 +10,577 +84%
MHS
323
M Holdings Securities
Oregon
$1.3M 23,118 +3,924 +20%
PAS
324
Park Avenue Securities
New York
$1.3M 23,101 +4,603 +25%
LI
325
LRI Investments
Florida
$1.3M 23,000 – –
11 12
13
14 15