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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

745 hedge funds and large institutions have $8.72B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 396 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+139
Holders Change %
+22.94%
% of All Funds
9.92%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.61%
New
178
Increased
396
Reduced
120
Closed
28
Calls
$18.7M
Puts
$10.8M
Net Calls
+$7.95M
Net Calls Change
+$6.68M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.14B
2
Morgan Stanley
2
Morgan Stanley
New York
$939M
3
Bank of America
3
Bank of America
North Carolina
$446M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.22B
5
LPL Financial
5
LPL Financial
California
$503M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$3.34M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$12.6M
3
SFG
3
Socha Financial Group
New York
$4.89M
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$330K
5
DIM
5
Delta Investment Management
California
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
351
Nautilus Advisors
California
$1.1M +$1.1M +19,468 New
PA
352
Parallel Advisors
California
$1.1M +$51.4K +911 +5%
JF
353
JSF Financial
California
$1.09M +$197K +3,500 +22%
Brown Advisory
354
Brown Advisory
Maryland
$1.08M +$747K +13,247 +224%
WEG
355
World Equity Group
Illinois
$1.08M +$1.08M +19,152 New
MCM
356
MAI Capital Management
Ohio
$1.08M -$361K -6,396 -25%
SC
357
Savant Capital
Illinois
$1.07M +$1.07M +18,895 New
FIA
358
FNY Investment Advisers
New York
$1.06M – – –
HWP
359
Hibernia Wealth Partners
Louisiana
$1.04M -$599K -10,619 -36%
SWM
360
Silverlake Wealth Management
Vermont
$1.04M -$102K -1,818 -9%
SW
361
SteelPeak Wealth
California
$1.04M +$317K +5,584 +44%
AWM
362
Avaii Wealth Management
Wisconsin
$1.03M +$153K +2,717 +18%
PI
363
PFG Investments
New York
$1.02M +$15.8K +281 +2%
RCA
364
Runnymede Capital Advisors
Ohio
$1.02M +$1.02M +18,020 New
PSIWM
365
Paradigm Strategies in Wealth Management
Minnesota
$1.01M +$1.01M +17,936 New
IAA
366
Ironsides Asset Advisors
North Carolina
$1.01M +$234K +4,150 +30%
CD
367
Chapin Davis
Maryland
$1.01M – – –
JIP
368
Jaffetilchin Investment Partners
Florida
$1M +$69.1K +1,225 +7%
AQR Capital Management
369
AQR Capital Management
Connecticut
$1M +$1M +17,748 New
Wolverine Trading
370
Wolverine Trading
Illinois
$986K +$293K +5,118 +42%
Qube Research & Technologies (QRT)
371
Qube Research & Technologies (QRT)
United Kingdom
$979K +$950K +16,854 +3,298%
GM
372
GeoWealth Management
Illinois
$976K -$18.3K -324 -2%
BWA
373
Beam Wealth Advisors
Louisiana
$975K +$84.2K +1,493 +9%
RA
374
RFG Advisory
Alabama
$970K +$120K +2,135 +14%
RCWM
375
Red Crane Wealth Management
California
$969K +$969K +17,192 New
13 14
15
16 17