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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

503 hedge funds and large institutions have $4.64B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 279 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+83
Holders Change %
+19.76%
% of All Funds
7.29%
Holding in Top 10
38
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+31.03%
% of All Funds
0.55%
New
110
Increased
279
Reduced
83
Closed
24
Calls
$3.49M
Puts
$4.91M
Net Calls
-$1.42M
Net Calls Change
-$1.25M

Top Buyers

1
MW
Marks Wealth
Maryland
$117M
2
Bank of America
Bank of America
North Carolina
$243M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$543M
4
Wells Fargo
Wells Fargo
California
$223M
5
LPL Financial
LPL Financial
California
$336M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$556M
2
LJCM
Lee Johnson Capital Management
Texas
$14.4M
3
AWM
AE Wealth Management
Kansas
$1.62M
4
NYLIM
New York Life Investment Management
New York
$25.1M
5
GMFG
Greater Midwest Financial Group
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
501
Bartlett & Co Wealth Management
Ohio
$1.36K +$1.36K +25 New
FIA
502
FNY Investment Advisers
New York
$1.02K +$1.02K +18,767 New
HFS
503
Hantz Financial Services
Michigan
$1K – – –
GMFG
504
Greater Midwest Financial Group
Minnesota
– -$9.02M -180,654 Closed
MSAM
505
Moloney Securities Asset Management
Missouri
– -$4.91M -98,375 Closed
ACM
506
AlphaStar Capital Management
North Carolina
– -$3.71M -73,698 Closed
ARC
507
Advisor Resource Council
Texas
– -$3.16M -63,228 Closed
KA
508
Kovack Advisors
Florida
– -$2.04M -40,938 Closed
NWM
509
Napa Wealth Management
California
– -$1.23M -24,656 Closed
FA
510
FDx Advisors
Illinois
– -$849K -16,999 Closed
TI
511
Trexquant Investment
Connecticut
– -$751K -15,033 Closed
CB
512
Cadence Bank
Mississippi
– -$599K -12,000 Closed
TSS
513
Two Sigma Securities
New York
– -$439K -8,802 Closed
AA
514
Argent Advisors
Louisiana
– -$300K -5,999 Closed
EAM
515
Empirical Asset Management
Massachusetts
– -$241K -4,829 Closed
BWM
516
BKM Wealth Management
Wisconsin
– -$55.2K -1,105 Closed
TCM
517
TD Capital Management
Tennessee
– -$39.9K -800 Closed
LFG
518
Larson Financial Group
Missouri
– -$25K -500 Closed
GFP
519
Gryphon Financial Partners
Ohio
– -$15K -300 Closed
BF
520
BOK Financial
Oklahoma
– -$10.5K -210 Closed
FWM
521
Focused Wealth Management
New York
– -$10K -201 Closed
TVAMP
522
Tennessee Valley Asset Management Partners
Tennessee
– -$5.16K -103 Closed
FA
523
Financial Avengers
California
– -$4.99K -100 Closed
HDIM
524
Hanson & Doremus Investment Management
Vermont
– -$4K -88 Closed
QFA
525
Quattro Financial Advisors
Texas
– -$3.48M -50 Closed
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