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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 %
TL
626
Tradewinds LLC
North Carolina
$209K 3,629 +3,629 New
PCM
627
Pennsylvania Capital Management
Pennsylvania
$209K 3,703 -899 -20%
GSEP
628
Golden State Equity Partners
California
$206K 3,651 +3,651 New
CFP
629
Cascade Financial Partners
California
$205K 3,641 – –
CWC
630
Carolinas Wealth Consulting
North Carolina
$204K 3,595 – –
RAS
631
RPS Advisory Solutions
Kentucky
$204K 3,616 +3,616 New
TWC
632
TD Waterhouse Canada
Ontario, Canada
$203K 3,600 +3,600 New
SFG
633
Sovereign Financial Group
Connecticut
$202K 3,580 -472 -12%
BL
634
BFSG LLC
California
$180K 3,197 -973 -23%
GTAM
635
Global Trust Asset Management
Florida
$178K 3,155 -460 -13%
CJ
636
Caitlin John
Michigan
$176K 3,129 +27 +0.9%
CTC
637
Central Trust Company
Missouri
$174K 3,095 +2,226 +256%
IBOK
638
Independence Bank of Kentucky
Kentucky
$153K 2,720 – –
CA
639
Centerpoint Advisors
Massachusetts
$152K 2,701 -89 -3%
GEA
640
Glen Eagle Advisors
New Jersey
$151K 2,673 – –
AF
641
Allworth Financial
California
$137K 2,365 +1,067 +82%
GP
642
Greenline Partners
New York
$131K 2,323 +2,323 New
National Bank of Canada
643
National Bank of Canada
Quebec, Canada
$125K 2,220 +2,220 New
FGC
644
Financial Gravity Companies
Texas
$124K 2,197 +2,197 New
S
645
SignatureFD
Georgia
$120K 2,130 +313 +17%
WWP
646
WR Wealth Planners
Missouri
$117K 2,081 +432 +26%
HCA
647
Heck Capital Advisors
Wisconsin
$115K 2,035 +2,035 New
PFG
648
Putney Financial Group
California
$114K 2,025 +2,025 New
NB
649
NBT Bank
New York
$113K 2,000 +1,000 +100%
BCMLT
650
Beacon Capital Management LLC (Tennessee)
Tennessee
$111K 1,974 +353 +22%
24 25
26
27 28