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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 %
AFC
401
AFT Forsyth & Company
Florida
$418K +$114K +2,057 +38%
SW
402
SteelPeak Wealth
California
$413K +$21.3K +384 +5%
CG
403
CFO4Life Group
Texas
$411K +$17.4K +314 +4%
FAG
404
Fortitude Advisory Group
Washington
$410K +$156K +2,813 +62%
AI
405
Atria Investments
North Carolina
$410K +$410K +7,381 New
HCP
406
Hexagon Capital Partners
Arkansas
$402K +$117K +2,113 +41%
BWM
407
BlackDiamond Wealth Management
New York
$399K -$32.8K -644 -8%
CWP
408
Cyndeo Wealth Partners
Florida
$385K +$385K +6,943 New
MBT
409
Montecito Bank & Trust
California
$382K -$111K -2,000 -23%
Fisher Asset Management
410
Fisher Asset Management
Washington
$374K -$18.9K -341 -5%
BSSFA
411
Baron Silver Stevens Financial Advisors
Florida
$373K +$57.9K +1,044 +18%
NRI
412
NFP Retirement Inc
California
$371K +$148K +2,660 +66%
FFA
413
First Foundation Advisors
California
$368K -$14.9K -269 -4%
MFG
414
Merit Financial Group
Georgia
$368K +$75K +1,351 +26%
NWA
415
Navis Wealth Advisors
New York
$365K – – –
CMS
416
Capital Market Strategies
Florida
$362K +$126K +2,271 +53%
GI
417
GAMMA Investing
California
$361K +$361K +6,507 New
PWS
418
Private Wealth Strategies
Ohio
$361K +$55.5K +1,000 +18%
FFA
419
Farther Finance Advisors
California
$360K +$264K +4,778 +273%
HA
420
Hamel Associates
New Jersey
$359K +$359K +6,460 New
CFS
421
Coordinated Financial Services
Colorado
$349K +$90K +1,621 +35%
LA
422
Lifeworks Advisors
Michigan
$349K -$3.66K -66 -1%
ML
423
McAdam LLC
Pennsylvania
$346K +$346K +6,242 New
CWA
424
Canvas Wealth Advisors
Kansas
$342K +$73.4K +1,402 +27%
BAAM
425
Baker Avenue Asset Management
California
$338K – – –
15 16
17
18 19