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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.

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

Top Sellers

1
MW
Marks Wealth
Maryland
$89.2M
2
NYLIM
New York Life Investment Management
New York
$0
3
GAA
Global Assets Advisory
Florida
$0
4
LJCM
Lee Johnson Capital Management
Texas
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
476
Summit Trail Advisors
New York
$227K +$227K +4,086 New
WAM
477
WealthTrust Asset Management
Florida
$222K +$222K +4,000 New
GHA
478
Granite Harbor Advisors
Texas
$222K +$5.33K +96 +2%
WMP
479
Wealth Management Partners
Arizona
$219K +$222 +4 +0.1%
SC
480
Sapient Capital
Indiana
$217K +$217K +3,909 New
RWP
481
Ridgecrest Wealth Partners
California
$216K – – –
WI
482
Wintrust Investments
Illinois
$213K +$213K +3,846 New
SAM
483
Secure Asset Management
Michigan
$212K +$212K +3,818 New
TC
484
TownSquare Capital
Utah
$211K +$211K +3,805 New
BFG
485
Berger Financial Group
Minnesota
$210K +$210K +3,791 New
RFN
486
RDA Financial Network
Iowa
$209K +$209K +3,763 New
KFA
487
Kapstone Financial Advisors
Ohio
$208K +$208K +3,747 New
LNWWM
488
Laird Norton Wetherby Wealth Management
California
$207K -$31.7K -571 -13%
CFP
489
Cascade Financial Partners
California
$202K +$202K +3,641 New
LPAM
490
Lodestar Private Asset Management
California
$201K +$201K +3,630 New
CAL
491
Capital Advisors Ltd
Ohio
$201K +$98.7K +1,776 +96%
AP
492
Appleton Partners
Massachusetts
$201K +$201K +3,615 New
MA
493
MJP Associates
Connecticut
$200K -$34.8K -627 -15%
AO
494
Advisor OS
Illinois
$200K -$34.8K -627 -15%
ATPW
495
Ashton Thomas Private Wealth
Arizona
$196K +$196K +3,534 New
RWMG
496
Redwood Wealth Management Group
New Jersey
$194K +$194K +3,500 New
VAG
497
VisionPoint Advisory Group
Texas
$193K +$99K +1,784 +105%
GTAM
498
Global Trust Asset Management
Florida
$172K +$27.2K +490 +19%
CJ
499
Caitlin John
Michigan
$169K +$2.5K +45 +1%
Belvedere Trading
500
Belvedere Trading
Illinois
$168K -$462K -8,319 -73%
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