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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 %
AAS
376
Asset Allocation Strategies
Michigan
$969K +$240K +4,158 +33%
CFG
377
Cooper Financial Group
California
$926K -$39.4K -699 -4%
BB
378
Bell Bank
North Dakota
$913K +$913K +16,187 New
PWM
379
Perigon Wealth Management
California
$912K +$65.8K +1,163 +8%
CWA
380
Consilium Wealth Advisory
Texas
$891K +$25.4K +451 +3%
SCA
381
Snowden Capital Advisors
New York
$890K -$2.22K -39 -0.2%
NCM
382
NCM Capital Management
New Jersey
$886K +$56 +1 +0%
MIC
383
Means Investment Company
Maine
$878K +$83.8K +1,487 +11%
SFG
384
Stonebridge Financial Group
Pennsylvania
$873K +$873K +15,487 New
EWA
385
Etesian Wealth Advisors
Oregon
$868K +$67.4K +1,196 +8%
BMWM
386
Brown Miller Wealth Management
Virginia
$862K +$87.5K +1,552 +11%
GS
387
GWN Securities
Florida
$860K +$860K +14,802 New
AAS
388
Annex Advisory Services
Wisconsin
$854K +$192K +3,410 +29%
BFP
389
Beacon Financial Planning
Massachusetts
$849K +$496K +8,795 +140%
ZB
390
Zions Bancorporation
Utah
$846K +$846K +15,000 New
ASN
391
Advisory Services Network
Georgia
$839K +$46.2K +820 +6%
LFAS
392
Level Four Advisory Services
Texas
$835K +$427K +7,573 +105%
WCM
393
Westend Capital Management
California
$828K +$215K +3,822 +35%
FFC
394
Frederick Financial Consultants
Maryland
$824K +$824K +14,613 New
EFS
395
Econ Financial Services
Pennsylvania
$817K -$71.8K -1,274 -8%
CFS
396
Coordinated Financial Services
Colorado
$808K +$808K +14,329 New
RRA
397
Round Rock Advisors
Connecticut
$808K +$11.3K +200 +1%
ACM
398
Absolute Capital Management
Pennsylvania
$804K +$804K +14,260 New
PAS
399
PKS Advisory Services
New York
$803K +$803K +14,244 New
HFS
400
Howard Financial Services
Texas
$802K +$115K +2,039 +17%
14 15
16
17 18