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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.

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

Top Sellers

1
MW
Marks Wealth
Maryland
$1.57M
2
SFC
Strategic Financial Concepts
Texas
$977K
3
Jane Street
Jane Street
New York
$8.99M
4
OPAM
Ocean Park Asset Management
California
$0
5
ACM
Advance Capital Management
Michigan
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
476
Clear Creek Financial Management
Washington
$267K +$267K +4,860 New
MFA
477
Mayflower Financial Advisors
Massachusetts
$264K – – –
PCA
478
Prosperity Capital Advisors
Ohio
$258K +$549 +10 +0.2%
FA
479
Fountainhead AM
New Jersey
$256K +$256K +4,652 New
LPAM
480
Lodestar Private Asset Management
California
$254K +$54.9K +1,000 +28%
PCM
481
Pennsylvania Capital Management
Pennsylvania
$253K +$1.59K +29 +0.6%
TP
482
Tranquility Partners
Tennessee
$252K +$769 +14 +0.3%
Betterment LLC
483
Betterment LLC
New York
$252K +$252K +4,584 New
STA
484
Summit Trail Advisors
New York
$250K +$25.3K +460 +11%
KFA
485
Kapstone Financial Advisors
Ohio
$248K +$42.6K +778 +21%
NFP
486
Narus Financial Partners
Utah
$247K +$247K +4,500 New
CCM
487
Coldstream Capital Management
Washington
$246K +$246K +4,486 New
BW
488
Bison Wealth
Georgia
$245K +$245K +4,454 New
LA
489
LexAurum Advisors
Kansas
$242K +$242K +4,413 New
HIS
490
Harvest Investment Services
Illinois
$238K +$238K +4,334 New
WSCM
491
Wellington Shields Capital Management
New York
$236K – – –
SL
492
SWMG LLC
Texas
$235K -$43.3K -765 -16%
BL
493
BFSG LLC
California
$229K -$4.94K -90 -2%
TWP
494
Tyche Wealth Partners
Texas
$226K +$769 +14 +0.3%
GHA
495
Granite Harbor Advisors
Texas
$226K +$5.93K +108 +3%
CPBTD
496
Central Pacific Bank - Trust Division
Hawaii
$225K – – –
CB
497
Cadence Bank
Mississippi
$225K +$225K +4,100 New
CWM
498
Cornerstone Wealth Management
Missouri
$225K +$225K +4,099 New
AP
499
Adero Partners
California
$225K – – –
SFG
500
Sovereign Financial Group
Connecticut
$223K -$8.3K -151 -4%
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20
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