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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

606 hedge funds and large institutions have $6.31B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 346 increasing their positions, 134 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+31
Holders Change %
+5.39%
% of All Funds
8.77%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.49%
New
78
Increased
346
Reduced
134
Closed
41
Calls
$15.1M
Puts
$13.8M
Net Calls
+$1.27M
Net Calls Change
+$807K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$814M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$959M
3
Bank of America
Bank of America
North Carolina
$375M
4
LPL Financial
LPL Financial
California
$442M
5
AT
American Trust
Kentucky
$26.1M

Top Sellers

1
MW
Marks Wealth
Maryland
$1.57M
2
SFC
Strategic Financial Concepts
Texas
$977K
3
Jane Street
Jane Street
New York
$8.99M
4
OPAM
Ocean Park Asset Management
California
$0
5
ACM
Advance Capital Management
Michigan
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
601
Mather Group
Illinois
$4.94K +$4.94K +90 New
ABWM
602
Alpine Bank Wealth Management
Colorado
$4.67K +$4.67K +85 New
FMP
603
Financial Management Professionals
Texas
$4K +$1.06K +17 +36%
SFA
604
Semmax Financial Advisors
North Carolina
$2.72K +$57 +1 +2%
Fidelity Investments
605
Fidelity Investments
Massachusetts
$1.15K -$1.7K -31 -60%
TIM
606
Tortoise Investment Management
New York
$989 – – –
AWM
607
Activest Wealth Management
Florida
$35 +$35 +1 New
TFA
608
Toth Financial Advisory
Virginia
$10 -$2.92K -53 Closed
OPAM
609
Ocean Park Asset Management
California
– -$20.9M -376,307 Closed
Renaissance Technologies
610
Renaissance Technologies
New York
– -$8.44M -152,036 Closed
Bank of Nova Scotia
611
Bank of Nova Scotia
Ontario, Canada
– -$1.52M -27,380 Closed
LWM
612
Lionsbridge Wealth Management
Florida
– -$1.34M -24,092 Closed
RIA
613
Realta Investment Advisors
Delaware
– -$929K -16,745 Closed
4WM
614
49 Wealth Management
Texas
– -$689K -12,478 Closed
RFP
615
Root Financial Partners
California
– -$437K -7,880 Closed
AI
616
Atria Investments
North Carolina
– -$410K -7,381 Closed
FFA
617
First Foundation Advisors
California
– -$368K -6,631 Closed
MFG
618
Merit Financial Group
Georgia
– -$368K -6,623 Closed
HA
619
Hamel Associates
New Jersey
– -$359K -6,460 Closed
GFA
620
Gallagher Fiduciary Advisors
Illinois
– -$336K -6,045 Closed
RWM
621
Ritholtz Wealth Management
New York
– -$322K -5,802 Closed
ACM
622
Academy Capital Management
Texas
– -$292K -5,254 Closed
UCFA
623
United Capital Financial Advisors
Texas
– -$260K -4,685 Closed
CCG
624
Capital CS Group
California
– -$243K -4,373 Closed
SIM
625
Seaview Investment Managers
Florida
– -$229K -4,123 Closed
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