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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 %
CAAS
326
Capital Asset Advisory Services
Michigan
$759K +$11.6K +208 +2%
EFS
327
Econ Financial Services
Pennsylvania
$746K +$18.7K +337 +3%
SBIA
328
Sheaff Brock Investment Advisors
Indiana
$732K +$37.3K +672 +5%
SFG
329
SevenBridge Financial Group
Pennsylvania
$731K – – –
HFS
330
Howard Financial Services
Texas
$730K +$36.2K +653 +5%
ZIMP
331
Zimmermann Investment Management & Planning
Pennsylvania
$729K +$177K +3,182 +32%
Prudential Financial
332
Prudential Financial
New Jersey
$727K +$727K +13,107 New
RRA
333
Round Rock Advisors
Connecticut
$720K -$158K -2,841 -18%
SSWM
334
Sheets Smith Wealth Management
North Carolina
$718K +$8.88K +160 +1%
MHS
335
M Holdings Securities
Oregon
$709K +$709K +12,782 New
MIC
336
Means Investment Company
Maine
$706K +$282K +5,072 +66%
IAN
337
Integrated Advisors Network
Texas
$705K -$3.61K -65 -0.5%
Citadel Advisors
338
Citadel Advisors
Florida
$698K +$698K +12,583 New
ICP
339
Interchange Capital Partners
Pennsylvania
$696K +$204K +3,678 +42%
4WM
340
49 Wealth Management
Texas
$689K -$335K -6,062 -33%
CAM
341
Cresset Asset Management
Illinois
$682K +$133K +2,400 +24%
CPL
342
CAP Partners LLC
Tennessee
$681K +$35.9K +646 +6%
AWM
343
Avior Wealth Management
Nebraska
$679K +$556K +10,019 +452%
HSA
344
HBK Sorce Advisory
Pennsylvania
$669K +$231K +4,159 +53%
RA
345
RFG Advisory
Alabama
$659K +$67K +1,207 +11%
DA
346
Dover Advisors
Virginia
$656K +$656K +11,823 New
AAS
347
Annex Advisory Services
Wisconsin
$652K +$74.9K +1,349 +13%
Cerity Partners
348
Cerity Partners
New York
$647K +$647K +11,658 New
EFS
349
Essex Financial Services
Connecticut
$646K +$123K +2,415 +24%
SCM
350
Steele Capital Management
Iowa
$643K +$236K +4,250 +58%
12 13
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