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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.

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
1
JPMorgan Chase & Co
New York
$911M
2
Morgan Stanley
2
Morgan Stanley
New York
$702M
3
Bank of America
3
Bank of America
North Carolina
$322M
4
Ameriprise
4
Ameriprise
Minnesota
$62.9M
5
LPL Financial
5
LPL Financial
California
$401M

Top Sellers

1
MW
1
Marks Wealth
Maryland
$89.2M
2
NYLIM
2
New York Life Investment Management
New York
$0
3
GAA
3
Global Assets Advisory
Florida
$0
4
LJCM
4
Lee Johnson Capital Management
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGA
26
Lebenthal Global Advisors
New York
$32M +$142K +2,565 +0.4%
Truist Financial
27
Truist Financial
North Carolina
$31.1M +$2.97M +53,477 +11%
Stifel Financial
28
Stifel Financial
Missouri
$30.2M +$6.24M +112,407 +26%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$24M +$648K +11,673 +3%
SPIA
30
Steward Partners Investment Advisory
New York
$23.8M +$3.57M +64,400 +18%
ACM
31
Advance Capital Management
Michigan
$22.9M +$22.5M +404,530 +4,708%
SFG
32
Socha Financial Group
New York
$22.6M +$834K +15,030 +4%
HWA
33
Hilltop Wealth Advisors
North Carolina
$22.5M +$11.3M +203,287 +101%
SEIA
34
Signature Estate & Investment Advisors
California
$22.2M +$21.8M +393,674 +7,255%
DIM
35
Delta Investment Management
California
$22.1M +$66K +1,189 +0.3%
CF
36
Centaurus Financial
California
$21.6M +$7.08M +127,525 +49%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$21.6M +$17.6M +316,712 +442%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$21.5M +$7.63M +137,461 +55%
EH
39
Equitable Holdings
New York
$21.1M +$2.4M +43,169 +13%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$21.1M -$5.91M -106,494 -22%
OPAM
41
Ocean Park Asset Management
California
$20.9M – – –
AWM
42
Apollon Wealth Management
South Carolina
$20.2M +$4.78M +86,143 +31%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$19.9M +$17.5M +315,919 +735%
PCIA
44
Prime Capital Investment Advisors
Kansas
$19.7M -$522K -9,397 -3%
AWS
45
Atria Wealth Solutions
New York
$19.6M +$1.56M +28,132 +9%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$19.5M +$3.32M +59,789 +21%
EIA
47
Eldridge Investment Advisors
New Hampshire
$18.2M -$175K -3,149 -1%
WHG
48
Westwood Holdings Group
Texas
$18.1M -$613K -11,042 -3%
RSWM
49
Robertson Stephens Wealth Management
California
$17.9M +$2.13M +38,422 +14%
MS
50
Madden Securities
Texas
$16.2M +$707K +12,736 +5%
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