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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.

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
1
JPMorgan Chase & Co
New York
$911M
2
Morgan Stanley
2
Morgan Stanley
New York
$702M
3
Bank of America
3
Bank of America
North Carolina
$322M
4
Ameriprise
4
Ameriprise
Minnesota
$62.9M
5
LPL Financial
5
LPL Financial
California
$401M

Top Sellers

1
MW
1
Marks Wealth
Maryland
$89.2M
2
NYLIM
2
New York Life Investment Management
New York
$0
3
GAA
3
Global Assets Advisory
Florida
$0
4
LJCM
4
Lee Johnson Capital Management
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$119M
Name Market Value Shares Shares
Change 		Shares
Change %
GAA
576
Global Assets Advisory
Florida
– – -1,112,091 Closed
NYLIM
577
New York Life Investment Management
New York
– – -463,491 Closed
LJCM
578
Lee Johnson Capital Management
Texas
– – -264,667 Closed
WWA
579
WCG Wealth Advisors
Nevada
– – -175,261 Closed
WAOI
580
Wealth Advisors of Iowa
Iowa
– – -50,622 Closed
WM
581
Whitford Management
New York
– – -49,154 Closed
LNC
582
Lincoln National Corp
Pennsylvania
– – -32,676 Closed
NL
583
NWAM LLC
Washington
– – -23,900 Closed
AUB
584
Atlantic Union Bankshares
Virginia
– – -17,919 Closed
ZF
585
Zega Financial
Florida
– – -15,865 Closed
OFS
586
OneAscent Financial Services
Alabama
– – -8,433 Closed
SAF
587
Smith Anglin Financial
Texas
– – -6,149 Closed
Wolverine Trading
588
Wolverine Trading
Illinois
– – -4,242 Closed
TRCT
589
Tower Research Capital (TRC)
New York
– – -3,129 Closed
VCM
590
Versant Capital Management
Arizona
– – -2,183 Closed
HT
591
Headlands Technologies
Illinois
– – -928 Closed
RDFA
592
Ritter Daniher Financial Advisory
Ohio
– – -786 Closed
GJIA
593
Glass Jacobson Investment Advisors
Maryland
– – -285 Closed
CWA
594
Core Wealth Advisors
Florida
– – -281 Closed
TF
595
Tompkins Financial
New York
– – -200 Closed
PCM
596
Penserra Capital Management
California
– – -143 Closed
CTA
597
Colonial Trust Advisors
South Carolina
– – -73 Closed
BCWM
598
Bartlett & Co Wealth Management
Ohio
– – -25 Closed
HFS
599
Hantz Financial Services
Michigan
– – -10 Closed
HT
600
HAP Trading
New York
– – – –
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