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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 %
VNA
551
Valley National Advisers
Pennsylvania
$15K -$4.31K -79 -22%
Kayne Anderson Rudnick Investment Management
552
Kayne Anderson Rudnick Investment Management
California
$14.9K +$14.9K +269 New
ADL
553
Asset Dedication LLC
California
$14.7K +$14.7K +264 New
POIA
554
Pin Oak Investment Advisors
Texas
$13K +$7.35K +130 +130%
LFA
555
LGT Financial Advisors
Texas
$12.9K +$111 +2 +0.9%
OSAM
556
O'Shaughnessy Asset Management
Connecticut
$12.5K +$10.7K +192 +565%
WOSD
557
WFA of San Diego
California
$11.1K +$11.1K +200 New
BTI
558
Blue Trust Inc
Georgia
$9.66K – – –
FPB
559
First PREMIER Bank
South Dakota
$8K – – –
JFGIW
560
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.6K +$7.6K +137 New
AFWM
561
Abich Financial Wealth Management
Virginia
$7.05K +$7.05K +127 New
SP
562
SWS Partners
Ohio
$6.55K +$6.55K +118 New
CWC
563
Carolinas Wealth Consulting
North Carolina
$5.38K – – –
CP
564
Castleview Partners
Texas
$5.27K +$5.27K +95 New
CSB
565
City State Bank
Iowa
$5.27K +$5.27K +95 New
AW
566
Avion Wealth
Texas
$5K – – –
AA
567
Ancora Advisors
Ohio
$4.16K +$4.16K +75 New
FMP
568
Financial Management Professionals
Texas
$3K +$511 +8 +21%
TFA
569
Toth Financial Advisory
Virginia
$2.92K +$2.92K +53 New
Fidelity Investments
570
Fidelity Investments
Massachusetts
$2.87K -$1.27K -23 -31%
EWA
571
EverSource Wealth Advisors
Alabama
$2.69K -$7.47K -139 -74%
SFA
572
Semmax Financial Advisors
North Carolina
$2.44K +$1.09K +21 +81%
FHC
573
First Heartland Consultants
Missouri
$1.57K +$256 +4,613 +19%
TIM
574
Tortoise Investment Management
New York
$999 +$999 +18 New
SC
575
Swan Capital
Florida
$56 +$56 +1 New
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