We are live on ! Find out more
JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF

508 hedge funds and large institutions have $4.66B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 283 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 24

241% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 83

31% more funds holding in top 10

Funds holding in top 10: 2938 (+9)

29% more capital invested

Capital invested by funds: $3.61B → $4.66B (+$1.05B)

20% more funds holding

Funds holding: 425508 (+83)

2.94% less ownership

Funds ownership: 43.01%40.07% (-2.9%)

29% less call options, than puts

Call options by funds: $3.49M | Put options by funds: $4.91M

Holders
508
Holders Change
+83
Holders Change %
+19.53%
% of All Funds
7.32%
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
283
Reduced
83
Closed
24
Calls
$3.49M
Puts
$4.91M
Net Calls
-$1.42M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
351
WealthShield Partners
North Carolina
$428K -$37.2K -712 -8%
HSA
352
HBK Sorce Advisory
Pennsylvania
$428K +$64.3K +1,232 +19%
CWS
353
Confluence Wealth Services
Pennsylvania
$421K +$405K +7,757 New
PCM
354
Parsons Capital Management
Rhode Island
$417K +$401K +7,680 New
MIC
355
Means Investment Company
Maine
$415K +$4.13K +79 +1%
WCM
356
Westend Capital Management
California
$408K +$393K +7,522 New
UCFA
357
United Capital Financial Advisors
Texas
$406K +$391K +7,492 New
CA
358
Clearstead Advisors
Ohio
$403K +$99.8K +1,912 +34%
SCM
359
Steele Capital Management
Iowa
$398K +$383K +7,333 New
CG
360
CFO4Life Group
Texas
$385K +$370K +7,092 New
Fisher Asset Management
361
Fisher Asset Management
Washington
$384K +$369K +7,073 New
SL
362
SWMG LLC
Texas
$384K -$17.3K -331 -4%
SW
363
SteelPeak Wealth
California
$382K +$368K +7,051 New
MC
364
Moors & Cabot
Massachusetts
$375K +$361K +6,907 New
FFA
365
First Foundation Advisors
California
$374K -$214K -4,092 -37%
MW
366
Marcum Wealth
Ohio
$367K -$3.6K -69 -1%
CFGS
367
Concourse Financial Group Securities
Alabama
$367K +$14.9K +285 +4%
Northern Trust
368
Northern Trust
Illinois
$367K +$353K +6,764 New
SWA
369
Stratos Wealth Advisors
Ohio
$362K -$15.1K -290 -4%
IFPG
370
Intrepid Financial Planning Group
Indiana
$357K +$343K +6,574 New
NWA
371
Navis Wealth Advisors
New York
$356K +$343K +6,570 New
BRWA
372
B. Riley Wealth Advisors
Florida
$346K -$3.41M -65,340 -90%
LA
373
Lifeworks Advisors
Michigan
$344K +$3.45K +66 +1%
IA
374
IAM Advisory
Pennsylvania
$344K +$7.1K +136 +2%
EWA
375
EP Wealth Advisors
California
$342K +$329K +6,308 New