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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
$243M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$543M
4
Wells Fargo
Wells Fargo
California
$223M
5
LPL Financial
LPL Financial
California
$336M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$556M
2
LJCM
Lee Johnson Capital Management
Texas
$14.4M
3
AWM
AE Wealth Management
Kansas
$1.62M
4
NYLIM
New York Life Investment Management
New York
$25.1M
5
GMFG
Greater Midwest Financial Group
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
401
Asset Allocation Strategies
Michigan
$259K +$259K +4,770 New
CWA
402
Clarus Wealth Advisors
Arizona
$256K +$256K +4,784 New
CAM
403
Cozad Asset Management
Illinois
$255K +$54 +1 +0%
TP
404
Tranquility Partners
Tennessee
$254K +$11.6K +214 +5%
FWA
405
FSC Wealth Advisors
New York
$254K +$96.8K +1,784 +62%
CFS
406
Coordinated Financial Services
Colorado
$253K +$253K +4,666 New
AGP
407
Autumn Glory Partners
Texas
$251K – – –
FAG
408
Fortitude Advisory Group
Washington
$248K +$248K +4,572 New
HIA
409
Harbor Investment Advisory
Maryland
$244K +$211K +3,897 +656%
PCS
410
Personal CFO Solutions
New Jersey
$242K +$242K +4,463 New
FIC
411
Family Investment Center
Missouri
$241K -$176K -3,241 -42%
LNWWM
412
Laird Norton Wetherby Wealth Management
California
$234K -$6.29K -116 -3%
WSCM
413
Wellington Shields Capital Management
New York
$233K -$65.1K -1,200 -22%
CMS
414
Capital Market Strategies
Florida
$231K +$231K +4,257 New
SIC
415
Samalin Investment Counsel
New York
$231K +$1.03K +19 +0.4%
Wolverine Trading
416
Wolverine Trading
Illinois
$230K +$230K +4,242 New
MA
417
MJP Associates
Connecticut
$230K +$230K +4,235 New
AO
418
Advisor OS
Illinois
$230K +$230K +4,235 New
GWP
419
Gateway Wealth Partners
Wisconsin
$229K +$229K +4,217 New
FGG
420
Financial Guidance Group
Florida
$227K +$227K +4,187 New
FA
421
Fermata Advisors
California
$224K +$224K +4,127 New
SIM
422
Stratos Investment Management
Ohio
$223K – – –
FIA
423
Foundations Investment Advisors
Arizona
$223K +$223K +4,102 New
AP
424
Adero Partners
California
$222K +$222K +4,090 New
CTWM
425
Cherry Tree Wealth Management
Minnesota
$221K – – –
15 16
17
18 19