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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 %
AP
601
Appleton Partners
Massachusetts
$232K 4,115 +4,115 New
TWP
602
Tyche Wealth Partners
Texas
$232K 4,114 – –
SWP
603
Sagespring Wealth Partners
Tennessee
$231K 4,103 +4,103 New
CPBTD
604
Central Pacific Bank - Trust Division
Hawaii
$231K 4,100 – –
RWMG
605
Redwood Wealth Management Group
New Jersey
$231K 4,100 +4,100 New
AP
606
Adero Partners
California
$231K 4,090 – –
MMCM
607
Murphy & Mullick Capital Management
New York
$229K 4,032 +4,032 New
VAG
608
VisionPoint Advisory Group
Texas
$229K 4,068 +75 +2%
KFA
609
Kapstone Financial Advisors
Ohio
$228K 3,976 -549 -12%
SAM
610
Secure Asset Management
Michigan
$228K 4,038 +234 +6%
FFM
611
Forum Financial Management
Illinois
$226K 4,017 – –
GT
612
Greenleaf Trust
Michigan
$226K 4,000 +4,000 New
SB
613
Strategic Blueprint
Georgia
$222K 3,946 +3,946 New
APW
614
Aurora Private Wealth
New Jersey
$222K 3,930 +30 +0.8%
MTWM
615
Masso Torrence Wealth Management
New Jersey
$220K 3,905 -57,366 -94%
RWP
616
Ridgecrest Wealth Partners
California
$220K 3,900 – –
SSB
617
Sandy Spring Bank
Maryland
$219K 3,893 +3,493 +873%
LNWWM
618
Laird Norton Wetherby Wealth Management
California
$217K 3,841 +32 +0.8%
DWT
619
Dorsey & Whitney Trust
South Dakota
$214K 3,804 +3,804 New
LFS
620
Legacy Financial Strategies
Kansas
$214K 3,800 +3,800 New
CAGAS
621
Capital Advisory Group Advisory Services
Minnesota
$213K 3,785 – –
ZIM
622
Zacks Investment Management
Illinois
$213K 3,773 +3,773 New
CWA
623
Canvas Wealth Advisors
Kansas
$212K 3,736 +76 +2%
ACG
624
Allen Capital Group
Nebraska
$212K 3,760 +3,760 New
SW
625
SkyOak Wealth
Michigan
$211K 3,750 +3,750 New
23 24
25
26 27