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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 %
GFA
426
Gallagher Fiduciary Advisors
Illinois
$336K -$4.44K -80 -1%
MW
427
Marcum Wealth
Ohio
$333K -$42.6K -767 -11%
CAM
428
Cozad Asset Management
Illinois
$329K +$67.7K +1,219 +26%
CTWM
429
Cherry Tree Wealth Management
Minnesota
$328K +$102K +1,838 +45%
CFGS
430
Concourse Financial Group Securities
Alabama
$325K -$50.7K -914 -13%
AGP
431
Autumn Glory Partners
Texas
$323K +$66.6K +1,200 +26%
RWM
432
Ritholtz Wealth Management
New York
$322K +$322K +5,802 New
SIM
433
Stratos Investment Management
Ohio
$320K +$92.4K +1,664 +41%
IA
434
IAM Advisory
Pennsylvania
$319K -$33.3K -600 -9%
KeyBank National Association
435
KeyBank National Association
Ohio
$319K – – –
FGG
436
Financial Guidance Group
Florida
$318K +$86K +1,550 +37%
CCA
437
Cora Capital Advisors
New Jersey
$314K +$314K +5,655 New
PTC
438
Private Trust Company
Ohio
$308K +$254K +4,570 +468%
LFAS
439
Level Four Advisory Services
Texas
$305K +$16.4K +295 +6%
CGH
440
Crossmark Global Holdings
Texas
$305K +$305K +5,504 New
JWWM
441
Johnson & White Wealth Management
Pennsylvania
$299K +$299K +5,392 New
APW
442
Aurora Private Wealth
New Jersey
$292K +$10.5K +189 +4%
ACM
443
Academy Capital Management
Texas
$292K +$292K +5,254 New
EFL
444
ERn Financial LLC
Wisconsin
$289K +$289K +5,207 New
FIC
445
Family Investment Center
Missouri
$288K +$42.1K +759 +17%
FCG
446
Fielder Capital Group
Tennessee
$278K – – –
PCS
447
Personal CFO Solutions
New Jersey
$277K +$29K +523 +12%
CWA
448
Clarus Wealth Advisors
Arizona
$272K +$4.04K +72 +2%
SL
449
SWMG LLC
Texas
$272K -$120K -2,165 -31%
EFG
450
Ethos Financial Group
Pennsylvania
$272K +$272K +4,903 New
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