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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 %
CD
351
Chapin Davis
Maryland
$636K +$110K +1,988 +21%
Bank of New York Mellon
352
Bank of New York Mellon
New York
$623K -$45.3K -816 -7%
SAM
353
Smartleaf Asset Management
Massachusetts
$604K +$604K +10,880 New
SC
354
Scotia Capital
Ontario, Canada
$603K +$603K +10,870 New
EWA
355
Etesian Wealth Advisors
Oregon
$599K +$150K +2,705 +33%
TW
356
TritonPoint Wealth
Maryland
$593K +$117K +2,109 +25%
MBTD
357
Mechanics Bank - Trust Department
California
$591K +$591K +10,640 New
SFA
358
Sequoia Financial Advisors
Ohio
$582K -$155K -2,790 -21%
CIA
359
Capital Investment Advisors
Georgia
$582K +$582K +10,488 New
PCM
360
Parsons Capital Management
Rhode Island
$573K +$147K +2,642 +34%
PPWM
361
Perissos Private Wealth Management
Oklahoma
$562K +$273K +4,926 +95%
CAG
362
Csenge Advisory Group
Florida
$559K +$64.9K +1,170 +13%
EWA
363
EP Wealth Advisors
California
$555K +$205K +3,700 +59%
Bank of Montreal
364
Bank of Montreal
Ontario, Canada
$555K +$39K +702 +8%
PWP
365
Precedent Wealth Partners
Texas
$546K +$546K +9,844 New
VCP
366
Verus Capital Partners
Arizona
$540K +$195K +3,517 +57%
BA
367
Bridge Advisory
California
$534K +$220K +3,963 +70%
MWM
368
Marion Wealth Management
Pennsylvania
$524K -$14.2K -255 -3%
RWA
369
Redhawk Wealth Advisors
Minnesota
$523K +$3.22K +58 +0.6%
GGS
370
Galvin Gaustad & Stein
Arizona
$523K +$6.94K +125 +1%
CRWM
371
Castle Rock Wealth Management
California
$519K +$44.8K +811 +9%
XWM
372
Xcel Wealth Management
Florida
$517K +$63.1K +1,137 +14%
GWANC
373
Guardian Wealth Advisors (North Carolina)
North Carolina
$516K – – –
P
374
&Partners
Tennessee
$510K +$510K +9,197 New
FIA
375
Foundations Investment Advisors
Arizona
$508K +$280K +5,044 +123%
13 14
15
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