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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 %
BWM
501
Birchcreek Wealth Management
Ohio
$447K 7,934 – –
MCM
502
Mendel Capital Management
Arkansas
$443K 7,857 +139 +2%
CCA
503
Cora Capital Advisors
New Jersey
$443K 7,855 +1,300 +20%
MEAC
504
M.E. Allison & Co
Texas
$437K 7,750 +7,750 New
ML
505
McAdam LLC
Pennsylvania
$435K 7,714 +1,817 +31%
RWA
506
Redhawk Wealth Advisors
Minnesota
$432K 7,666 -333 -4%
BWP
507
Balboa Wealth Partners
Arizona
$431K 7,639 -17,801 -70%
JCM
508
Jacobi Capital Management
Pennsylvania
$424K 7,518 +491 +7%
ACP
509
Argyle Capital Partners
California
$417K 7,393 +7,393 New
CLA
510
Carnegie Lake Advisors
New Jersey
$415K 7,360 -925 -11%
Belvedere Trading
511
Belvedere Trading
Illinois
$414K 7,336 +7,336 New
CG
512
CFO4Life Group
Texas
$413K 7,331 +55 +0.8%
Bank of New York Mellon
513
Bank of New York Mellon
New York
$413K 7,325 +663 +10%
SC
514
Searle & Co
Connecticut
$413K 7,323 +7,323 New
SIM
515
Seaview Investment Managers
Florida
$410K 7,266 +7,266 New
Corient Private Wealth
516
Corient Private Wealth
Florida
$410K 7,264 +7,264 New
JWWM
517
Johnson & White Wealth Management
Pennsylvania
$406K 7,215 +1,834 +34%
FA
518
Fortis Advisors
Pennsylvania
$405K 7,180 +198 +3%
HNB
519
Huntington National Bank
Ohio
– – – –
CWM
520
Cornerstone Wealth Management
Missouri
$384K 6,807 +2,708 +66%
Northern Trust
521
Northern Trust
Illinois
$381K 6,764 +1,000 +17%
MW
522
Melia Wealth
Oklahoma
$378K 6,696 +6,696 New
GPWM
523
Grant Private Wealth Management
California
$376K 6,665 +6,665 New
AFG
524
Atomi Financial Group
New York
$376K 6,665 +6,665 New
SFA
525
Sequoia Financial Advisors
Ohio
$375K 6,654 – –
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