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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 %
CAPTRUST Financial Advisors
526
CAPTRUST Financial Advisors
North Carolina
$372K 6,592 +6,592 New
IIA
527
IPG Investment Advisors
California
$367K 6,459 +6,459 New
NFP
528
Narus Financial Partners
Utah
$361K 6,400 +1,900 +42%
FA
529
Fermata Advisors
California
$359K 6,360 +68 +1%
MW
530
Marcum Wealth
Ohio
$358K 6,352 +363 +6%
SIAP
531
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$354K 6,271 +6,271 New
CWA
532
Clarus Wealth Advisors
Arizona
$353K 6,319 +41 +0.7%
RFN
533
Redwood Financial Network
Ohio
$352K 6,252 +6,252 New
BAAM
534
Baker Avenue Asset Management
California
$351K 6,218 +121 +2%
EM
535
ELCO Management
New York
$344K 6,100 +1,000 +20%
IA
536
IAM Advisory
Pennsylvania
$342K 6,065 +168 +3%
HWM
537
Hohimer Wealth Management
Washington
$341K 6,051 +6,051 New
CAM
538
Concorde Asset Management
Michigan
$340K 6,036 +2,186 +57%
PCS
539
Personal CFO Solutions
New Jersey
$340K 6,022 +1,090 +22%
PCA
540
Prosperity Capital Advisors
Ohio
$339K 6,017 +1,317 +28%
PAMG
541
Patton Albertson Miller Group
Tennessee
$338K 6,000 +6,000 New
CTWM
542
Cherry Tree Wealth Management
Minnesota
$337K 5,985 -115 -2%
LA
543
Latitude Advisors
Florida
$333K 5,910 +5,910 New
SNB
544
Security National Bank
Nebraska
$332K 5,891 +3,295 +127%
CSPIA
545
Cary Street Partners Investment Advisory
Virginia
$330K 5,853 -320,351 -98%
CA
546
Claro Advisors
Massachusetts
$329K 5,831 +5,831 New
CAG
547
Csenge Advisory Group
Florida
$325K 5,773 -4,380 -43%
KeyBank National Association
548
KeyBank National Association
Ohio
$324K 5,739 – –
PCFFS
549
Pacific Center for Financial Services
California
$323K 5,725 – –
SIM
550
Stratos Investment Management
Ohio
$322K 5,719 – –
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