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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 %
TSMHT
576
Thurston Springer Miller Herd & Titak
Indiana
$262K 4,642 +2,642 +132%
LPAM
577
Lodestar Private Asset Management
California
$261K 4,630 – –
CCA
578
Corps Capital Advisors
Texas
$261K 4,625 +4,625 New
WCM
579
Winebrenner Capital Management
Kentucky
$260K 4,612 +4,612 New
CAM
580
Costello Asset Management
Pennsylvania
$259K 4,589 +1,111 +32%
TP
581
Tranquility Partners
Tennessee
$257K 4,556 -36 -0.8%
PSFG
582
Park Square Financial Group
Georgia
$257K 4,550 +4,550 New
BIP
583
Blueprint Investment Partners
North Carolina
$254K 4,500 +4,500 New
SIM
584
Synergy Investment Management
Florida
$253K 4,488 +4,488 New
TC
585
TownSquare Capital
Utah
$252K 4,471 +434 +11%
VHAM
586
Van Hulzen Asset Management
California
$247K 4,376 +4,376 New
SL
587
SWMG LLC
Texas
$246K 4,231 +89 +2%
BFG
588
Berger Financial Group
Minnesota
$245K 4,340 +500 +13%
TF
589
Tompkins Financial
New York
$243K 4,311 +4,311 New
WSCM
590
Wellington Shields Capital Management
New York
$242K 4,300 – –
WP
591
Wealthspan Partners
Iowa
$240K 4,253 +4,253 New
CP
592
Clarendon Private
Massachusetts
$239K 4,240 +4,240 New
Cerity Partners
593
Cerity Partners
New York
$239K 4,281 -1,636 -28%
DWM
594
Diversify Wealth Management
Utah
$239K 4,266 +4,266 New
CCM
595
Coldstream Capital Management
Washington
$239K 4,233 -253 -6%
C
596
Certuity
Florida
$239K 4,233 +4,233 New
GHA
597
Granite Harbor Advisors
Texas
$238K 4,222 +116 +3%
OPWM
598
Oregon Pacific Wealth Management
Oregon
$237K 4,202 +4,202 New
LIG
599
Lokken Investment Group
Delaware
$237K 4,198 +4,198 New
EWA
600
EverSource Wealth Advisors
Alabama
$233K 4,133 +4,000 +3,008%
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