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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

606 hedge funds and large institutions have $6.31B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 346 increasing their positions, 134 reducing their positions, and 41 closing their positions.

Holders
606
Holders Change
+31
Holders Change %
+5.39%
% of All Funds
8.77%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.49%
New
78
Increased
346
Reduced
134
Closed
41
Calls
$15.1M
Puts
$13.8M
Net Calls
+$1.27M
Net Calls Change
+$807K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$814M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$959M
3
Bank of America
3
Bank of America
North Carolina
$375M
4
LPL Financial
4
LPL Financial
California
$442M
5
AT
5
American Trust
Kentucky
$26.1M

Top Sellers

1
MW
1
Marks Wealth
Maryland
$1.57M
2
SFC
2
Strategic Financial Concepts
Texas
$977K
3
Jane Street
3
Jane Street
New York
$8.99M
4
OPAM
4
Ocean Park Asset Management
California
$0
5
ACM
5
Advance Capital Management
Michigan
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$37.8M +$7.91M +144,073 +27%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$37.6M +$16.3M +296,562 +76%
AWM
28
Apollon Wealth Management
South Carolina
$34.8M +$14.9M +270,422 +74%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$33.5M +$14.3M +259,706 +74%
Truist Financial
30
Truist Financial
North Carolina
$33.2M +$2.34M +42,631 +8%
SEIA
31
Signature Estate & Investment Advisors
California
$28.6M +$6.73M +122,446 +31%
AT
32
American Trust
Kentucky
$26.1M +$26.1M +475,770 New
EH
33
Equitable Holdings
New York
$25.5M +$4.59M +83,586 +22%
SPIA
34
Steward Partners Investment Advisory
New York
$25M +$1.45M +26,417 +6%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$24.5M +$793K +14,433 +3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$23.9M +$2.58M +46,957 +12%
SFG
37
Socha Financial Group
New York
$23.4M +$988K +17,985 +4%
AWS
38
Atria Wealth Solutions
New York
$23.2M +$3.74M +68,057 +19%
HWA
39
Hilltop Wealth Advisors
North Carolina
$22.6M +$382K +6,951 +2%
DIM
40
Delta Investment Management
California
$21.7M -$113K -2,051 -0.5%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$21.3M +$467K +8,493 +2%
Franklin Resources
42
Franklin Resources
California
$20.8M +$18.5M +335,448 +782%
RSWM
43
Robertson Stephens Wealth Management
California
$20.5M +$2.84M +51,629 +16%
PCIA
44
Prime Capital Investment Advisors
Kansas
$19.6M +$180K +3,273 +0.9%
WHG
45
Westwood Holdings Group
Texas
$18.6M +$721K +13,132 +4%
EIA
46
Eldridge Investment Advisors
New Hampshire
$18.5M +$698K +12,840 +4%
CSPIA
47
Cary Street Partners Investment Advisory
Virginia
$17.9M +$2.99M +54,384 +20%
Mariner
48
Mariner
Kansas
$17.4M +$2.96M +53,833 +20%
MS
49
Madden Securities
Texas
$16.8M +$757K +13,775 +5%
PA
50
PSI Advisors
Florida
$16.5M +$2.87M +52,210 +21%
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