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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.

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

Top Sellers

1
MW
1
Marks Wealth
Maryland
$1.57M
2
SFC
2
Strategic Financial Concepts
Texas
$977K
3
Jane Street
3
Jane Street
New York
$8.99M
4
OPAM
4
Ocean Park Asset Management
California
$0
5
ACM
5
Advance Capital Management
Michigan
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
626
WealthTrust Asset Management
Florida
– – -4,000 Closed
WMP
627
Wealth Management Partners
Arizona
– – -3,955 Closed
SC
628
Sapient Capital
Indiana
– – -3,909 Closed
RFN
629
RDA Financial Network
Iowa
– – -3,763 Closed
AP
630
Appleton Partners
Massachusetts
– – -3,615 Closed
AO
631
Advisor OS
Illinois
– – -3,608 Closed
MA
632
MJP Associates
Connecticut
– – -3,608 Closed
RWMG
633
Redwood Wealth Management Group
New Jersey
– – -3,500 Closed
Belvedere Trading
634
Belvedere Trading
Illinois
– – -3,025 Closed
CPA
635
Clear Point Advisors
New York
– – -550 Closed
MIM
636
Macroview Investment Management
Maryland
– – -446 Closed
RFA
637
Register Financial Advisors
Georgia
– – -425 Closed
CFB
638
Cullen/Frost Bankers
Texas
– – -424 Closed
OWA
639
Opal Wealth Advisors
New York
– – -401 Closed
MBFW
640
Morton Brown Family Wealth
Pennsylvania
– – -278 Closed
Kayne Anderson Rudnick Investment Management
641
Kayne Anderson Rudnick Investment Management
California
– – -269 Closed
BTI
642
Blue Trust Inc
Georgia
– – -178 Closed
JFGIW
643
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -137 Closed
AFWM
644
Abich Financial Wealth Management
Virginia
– – -127 Closed
SP
645
SWS Partners
Ohio
– – -118 Closed
CP
646
Castleview Partners
Texas
– – -95 Closed
AA
647
Ancora Advisors
Ohio
– – -75 Closed
SC
648
Swan Capital
Florida
– – -1 Closed
HT
649
HAP Trading
New York
– – – –
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