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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CRWM
451
Castle Rock Wealth Management
California
$583K 10,012 +375 +4%
BSSFA
452
Baron Silver Stevens Financial Advisors
Florida
$581K 10,313 +3,584 +53%
CCFM
453
Clear Creek Financial Management
Washington
$581K 10,308 +5,448 +112%
AG
454
AmeriFlex Group
Nevada
$580K 10,088 +10,088 New
IFWM
455
Institute for Wealth Management
Colorado
$579K 10,268 +10,268 New
GCM
456
Generation Capital Management
New York
$578K 10,245 +10,245 New
GWANC
457
Guardian Wealth Advisors (North Carolina)
North Carolina
$574K 10,189 +900 +10%
XWM
458
Xcel Wealth Management
Florida
$574K 10,173 +3 +0%
AI
459
Atria Investments
North Carolina
$566K 10,046 +10,046 New
TWP
460
Tempus Wealth Planning
California
$564K 10,000 +10,000 New
MC
461
Moors & Cabot
Massachusetts
$556K 9,855 +2,701 +38%
CAL
462
Capital Advisors Ltd
Ohio
$552K 9,790 +3,543 +57%
MSFS
463
Main Street Financial Solutions
Pennsylvania
$550K 9,756 +848 +10%
SA
464
Skyline Advisors
Washington
$549K 9,731 +9,731 New
GGV
465
GG Group Ventures
Florida
$548K 9,728 -3,628 -27%
MFP
466
Meridian Financial Partners
Virginia
$548K 9,726 -15,846 -62%
IAP
467
Indie Asset Partners
Indiana
$546K 9,683 +247 +3%
ATS
468
Ashton Thomas Securities
New York
$538K 9,540 +2,841 +42%
SFP
469
Shepherd Financial Partners
Massachusetts
$531K 9,417 – –
AFP
470
Ausdal Financial Partners
Iowa
$527K 9,356 +4,493 +92%
CMS
471
Capital Market Strategies
Florida
$521K 9,239 +673 +8%
CL
472
Choreo LLC
Illinois
$505K 8,864 -2 -0%
SWIM
473
Smallwood Wealth Investment Management
New Jersey
$505K 8,956 +8,956 New
HSA
474
HBK Sorce Advisory
Pennsylvania
$501K 8,893 -42 -0.5%
SAW
475
Signal Advisors Wealth
Michigan
$499K 8,777 +8,777 New
17 18
19
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