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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 %
ICP
551
Interchange Capital Partners
Pennsylvania
$318K 5,646 -4,635 -45%
JSW
552
Journey Strategic Wealth
New Jersey
$318K 5,646 -912 -14%
AAG
553
Armstrong Advisory Group
Massachusetts
$316K 5,608 +3,501 +166%
NWA
554
Navis Wealth Advisors
New York
$314K 5,570 – –
TNB
555
Thomasville National Bank
Georgia
$310K 5,500 +5,500 New
CGH
556
Crossmark Global Holdings
Texas
$310K 5,504 – –
VBFG
557
Vishria Bird Financial Group
Tennessee
$305K 5,410 +66 +1%
KCFA
558
Key Client Fiduciary Advisors
New Jersey
$304K 5,389 +5,389 New
GWP
559
Gateway Wealth Partners
Wisconsin
$304K 5,387 +20 +0.4%
FWA
560
FSC Wealth Advisors
New York
$303K 5,379 +310 +6%
FGG
561
Financial Guidance Group
Florida
$302K 5,362 – –
WG
562
Welch Group
Alabama
$300K 5,250 +5,250 New
SIC
563
Samalin Investment Counsel
New York
$299K 5,296 -35 -0.7%
SIS
564
Sound Income Strategies
Florida
$293K 5,190 -45 -0.9%
RPGNY
565
Retirement Planning Group (New York)
New York
$288K 5,110 +5,110 New
XF
566
XML Financial
Maryland
$288K 5,105 +225 +5%
STA
567
Summit Trail Advisors
New York
$288K 5,062 +516 +11%
FIC
568
Family Investment Center
Missouri
$287K 5,094 -60 -1%
ZIG
569
Zuckerman Investment Group
Illinois
$283K 5,000 +5,000 New
MFA
570
Mayflower Financial Advisors
Massachusetts
$282K 5,008 +200 +4%
GIA
571
Guyasuta Investment Advisors
Pennsylvania
$282K 5,000 +1,000 +25%
FHA
572
Flagship Harbor Advisors
Massachusetts
$270K 4,782 +817 +21%
CIBC Private Wealth Group
573
CIBC Private Wealth Group
Georgia
$267K 4,705 +1,589 +51%
CIBC World Market
574
CIBC World Market
Ontario, Canada
$266K 4,723 +4,723 New
FA
575
Fountainhead AM
New Jersey
$262K 4,652 – –
21 22
23
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