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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 %
HWP
326
Hibernia Wealth Partners
Louisiana
$486K +$486K +8,964 New
CAG
327
Csenge Advisory Group
Florida
$483K +$130K +2,403 +37%
HCM
328
Highlander Capital Management
New Jersey
$482K -$72.7K -1,340 -13%
MBT
329
Montecito Bank & Trust
California
$482K +$3.8K +70 +0.8%
ICP
330
Interchange Capital Partners
Pennsylvania
$481K -$601K -11,073 -56%
CFA
331
Cahill Financial Advisors
Minnesota
$478K +$248K +4,581 +108%
WA
332
Waverly Advisors
Alabama
$477K -$624K -11,509 -57%
PA
333
PFG Advisors
Arizona
$476K +$103K +1,900 +28%
Koshinski Asset Management
334
Koshinski Asset Management
Illinois
$467K +$222K +4,091 +90%
MAG
335
Members Advisory Group
New York
$466K +$466K +8,594 New
ACM
336
Advance Capital Management
Michigan
$466K +$75.8K +1,398 +19%
SS
337
Sunbelt Securities
Texas
$461K +$401K +7,394 +666%
BWM
338
BlackDiamond Wealth Management
New York
$459K +$7.65K +141 +2%
OFS
339
OneAscent Financial Services
Alabama
$457K +$457K +8,433 New
XWM
340
Xcel Wealth Management
Florida
$443K +$57K +1,051 +15%
Lido Advisors
341
Lido Advisors
California
$443K -$569K -10,489 -56%
CRWM
342
Castle Rock Wealth Management
California
$441K +$441K +8,585 New
SFP
343
Shepherd Financial Partners
Massachusetts
$439K – – –
EWA
344
Etesian Wealth Advisors
Oregon
$439K +$180K +3,311 +69%
BWM
345
Birchcreek Wealth Management
Ohio
$430K – – –
MSFS
346
Main Street Financial Solutions
Pennsylvania
$430K -$61.6K -1,136 -13%
WP
347
WealthShield Partners
North Carolina
$428K -$38.6K -712 -8%
HSA
348
HBK Sorce Advisory
Pennsylvania
$428K +$66.8K +1,232 +19%
CWS
349
Confluence Wealth Services
Pennsylvania
$421K +$421K +7,757 New
PCM
350
Parsons Capital Management
Rhode Island
$417K +$417K +7,680 New
12 13
14
15 16