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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 %
IAP
376
Indie Asset Partners
Indiana
$507K +$507K +9,142 New
CCB
377
Country Club Bank
Missouri
$507K +$195K +3,501 +62%
HIA
378
Harbor Investment Advisory
Maryland
$505K +$256K +4,605 +103%
CFO
379
CVA Family Office
Colorado
$495K +$188K +3,380 +61%
CAM
380
Columbia Asset Management
Michigan
$495K +$495K +8,919 New
CL
381
Choreo LLC
Illinois
$491K +$491K +8,889 New
CWS
382
Confluence Wealth Services
Pennsylvania
$489K +$58.7K +1,057 +14%
AAS
383
Asset Allocation Strategies
Michigan
$487K +$222K +3,999 +84%
MC
384
Moors & Cabot
Massachusetts
$485K +$101K +1,823 +26%
CA
385
Continuum Advisory
Idaho
$479K +$178K +3,214 +59%
Qube Research & Technologies (QRT)
386
Qube Research & Technologies (QRT)
United Kingdom
$473K +$405K +7,301 +595%
CA
387
Clearstead Advisors
Ohio
$470K +$52.1K +939 +12%
CW
388
CreativeOne Wealth
Kansas
$453K -$201K -3,624 -31%
MSFS
389
Main Street Financial Solutions
Pennsylvania
$452K +$12.4K +224 +3%
Northern Trust
390
Northern Trust
Illinois
$451K +$75.4K +1,359 +20%
SFP
391
Shepherd Financial Partners
Massachusetts
$449K – – –
SCM
392
Saxony Capital Management
Missouri
$446K +$116K +2,098 +35%
AWE
393
Avidian Wealth Enterprises
Texas
$442K +$442K +7,973 New
BWM
394
Birchcreek Wealth Management
Ohio
$440K – – –
Lido Advisors
395
Lido Advisors
California
$440K -$13.3K -240 -3%
RFP
396
Root Financial Partners
California
$437K +$437K +7,880 New
MCM
397
Mendel Capital Management
Arkansas
$428K +$96K +1,730 +29%
PAS
398
Park Avenue Securities
New York
$426K +$426K +7,667 New
DFG
399
Delta Financial Group
New Jersey
$421K +$421K +7,585 New
WP
400
WealthShield Partners
North Carolina
$420K -$17.8K -320 -4%
14 15
16
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