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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
1
Marks Wealth
Maryland
$117M
2
Bank of America
2
Bank of America
North Carolina
$243M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$543M
4
Wells Fargo
4
Wells Fargo
California
$223M
5
LPL Financial
5
LPL Financial
California
$336M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$556M
2
LJCM
2
Lee Johnson Capital Management
Texas
$14.4M
3
AWM
3
AE Wealth Management
Kansas
$1.62M
4
NYLIM
4
New York Life Investment Management
New York
$25.1M
5
GMFG
5
Greater Midwest Financial Group
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$26.4M +$13.2M +243,819 +100%
CAI
27
Capital Advisors Inc
Oklahoma
$25.6M -$58.1K -1,072 -0.2%
NYLIM
28
New York Life Investment Management
New York
$25.1M -$17.8M -327,304 -41%
Stifel Financial
29
Stifel Financial
Missouri
$23.4M +$4.24M +78,177 +22%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$22.8M +$3.33M +61,408 +17%
DIM
31
Delta Investment Management
California
$21.5M +$483K +8,914 +2%
SFG
32
Socha Financial Group
New York
$21.3M +$316K +5,829 +2%
GAA
33
Global Assets Advisory
Florida
$20.6M +$20.6M +1,112,091 New
CAN
34
Cetera Advisor Networks
California
$20.4M +$6.08M +112,160 +42%
OPAM
35
Ocean Park Asset Management
California
$20.4M – – –
PCIA
36
Prime Capital Investment Advisors
Kansas
$19.7M +$1.29M +23,770 +7%
SPIA
37
Steward Partners Investment Advisory
New York
$19.7M +$4.48M +82,517 +29%
EH
38
Equitable Holdings
New York
$18.3M +$2.88M +53,079 +19%
WHG
39
Westwood Holdings Group
Texas
$18.3M -$254K -4,684 -1%
EIA
40
Eldridge Investment Advisors
New Hampshire
$17.9M +$1.6M +29,475 +10%
AWS
41
Atria Wealth Solutions
New York
$17.6M +$3.63M +67,013 +26%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$15.8M +$4.12M +75,957 +35%
RSWM
43
Robertson Stephens Wealth Management
California
$15.4M +$5.68M +104,773 +58%
MS
44
Madden Securities
Texas
$15.1M +$474K +8,742 +3%
AWM
45
Apollon Wealth Management
South Carolina
$15M +$10.9M +201,286 +265%
GL
46
Graypoint LLC
New York
$14.8M +$3.51M +64,667 +31%
Citigroup
47
Citigroup
New York
$14.7M +$14.7M +270,510 New
CA
48
Cetera Advisors
Colorado
$14.6M +$5.86M +108,126 +67%
TFA
49
Teamwork Financial Advisors
Texas
$14.4M +$2.93M +53,968 +25%
LJCM
50
Lee Johnson Capital Management
Texas
$14.4M -$28.7M -529,896 -67%
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