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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
Raymond James Financial
1
Raymond James Financial
Florida
$175M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.14B
3
Morgan Stanley
3
Morgan Stanley
New York
$939M
4
Bank of America
4
Bank of America
North Carolina
$446M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$1.22B

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 %
KAS
26
Kestra Advisory Services
Texas
$43.7M 775,831 +84,001 +12%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$38.9M 689,258 +79,045 +13%
LGA
28
Lebenthal Global Advisors
New York
$36.2M 642,560 -207,438 -24%
AWM
29
Apollon Wealth Management
South Carolina
$32.9M 582,871 -50,884 -8%
Jane Street
30
Jane Street
New York
$32.6M 578,999 +415,382 +254%
CSP
31
Cary Street Partners
Virginia
$29.5M 523,027 +523,027 New
MW
32
Marks Wealth
Maryland
$29.3M 519,973 +491,445 +1,723%
Truist Financial
33
Truist Financial
North Carolina
$29M 515,240 -88,344 -15%
WAM
34
WNY Asset Management
New York
$28.2M 499,396 +352,767 +241%
SEIA
35
Signature Estate & Investment Advisors
California
$27.9M 495,692 -25,854 -5%
SPIA
36
Steward Partners Investment Advisory
New York
$27.8M 492,684 +38,187 +8%
AWS
37
Atria Wealth Solutions
New York
$27.1M 480,014 +58,470 +14%
EH
38
Equitable Holdings
New York
$27.1M 479,799 +15,204 +3%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$26.2M 465,535 +19,474 +4%
AT
40
American Trust
Kentucky
$25.1M 446,058 -29,712 -6%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$24.9M 441,851 +53,367 +14%
HWA
42
Hilltop Wealth Advisors
North Carolina
$23.6M 418,188 +6,452 +2%
Franklin Resources
43
Franklin Resources
California
$23.3M 413,311 +34,941 +9%
FS
44
Financially Speaking
Colorado
$22.9M 405,964 +405,964 New
Mariner
45
Mariner
Kansas
$22.9M 405,624 +88,034 +28%
JRFS
46
James Reed Financial Services
Ohio
$22.3M 395,989 +395,989 New
RSWM
47
Robertson Stephens Wealth Management
California
$22.3M 391,927 +17,996 +5%
SS
48
SBI Securities
Japan
$20.7M 367,469 +367,469 New
GVAG
49
Great Valley Advisor Group
Delaware
$20.7M 366,662 +188,891 +106%
NA
50
NewEdge Advisors
Louisiana
$20.5M 363,142 +98,947 +37%
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