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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 %
MIC
351
Means Investment Company
Maine
$415K +$4.29K +79 +1%
WCM
352
Westend Capital Management
California
$408K +$408K +7,522 New
UCFA
353
United Capital Financial Advisors
Texas
$406K +$406K +7,492 New
CA
354
Clearstead Advisors
Ohio
$403K +$102K +1,912 +34%
SCM
355
Steele Capital Management
Iowa
$398K +$398K +7,333 New
CG
356
CFO4Life Group
Texas
$385K +$385K +7,092 New
Fisher Asset Management
357
Fisher Asset Management
Washington
$384K +$384K +7,073 New
SL
358
SWMG LLC
Texas
$384K -$18K -331 -4%
SW
359
SteelPeak Wealth
California
$382K +$382K +7,051 New
MC
360
Moors & Cabot
Massachusetts
$375K +$375K +6,907 New
FFA
361
First Foundation Advisors
California
$374K -$222K -4,092 -37%
MW
362
Marcum Wealth
Ohio
$367K -$3.74K -69 -1%
CFGS
363
Concourse Financial Group Securities
Alabama
$367K +$15.5K +285 +4%
Northern Trust
364
Northern Trust
Illinois
$367K +$367K +6,764 New
SWA
365
Stratos Wealth Advisors
Ohio
$362K -$15.7K -290 -4%
IFPG
366
Intrepid Financial Planning Group
Indiana
$357K +$357K +6,574 New
NWA
367
Navis Wealth Advisors
New York
$356K +$356K +6,570 New
BRWA
368
B. Riley Wealth Advisors
Florida
$346K -$3.07M -65,340 -90%
LA
369
Lifeworks Advisors
Michigan
$344K +$3.58K +66 +1%
IA
370
IAM Advisory
Pennsylvania
$344K +$7.38K +136 +2%
EWA
371
EP Wealth Advisors
California
$342K +$342K +6,308 New
VCP
372
Verus Capital Partners
Arizona
$337K -$2.77K -51 -0.8%
SAF
373
Smith Anglin Financial
Texas
$334K +$334K +6,149 New
GFA
374
Gallagher Fiduciary Advisors
Illinois
$332K +$8.62K +159 +3%
BAAM
375
Baker Avenue Asset Management
California
$331K – – –
13 14
15
16 17