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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 %
DFA
651
DHJJ Financial Advisors
Illinois
$108K 1,915 -380 -17%
RWM
652
Rialto Wealth Management
New York
$106K 1,882 +1,882 New
VWA
653
VSM Wealth Advisory
Maryland
$103K 1,831 +1,831 New
ACA
654
Atlas Capital Advisors
Wyoming
$101K 1,800 +1,800 New
HFS
655
HBC Financial Services
Washington
$98K 1,750 +31 +2%
Bessemer Group
656
Bessemer Group
New Jersey
$90K 1,596 +1,255 +368%
GGI
657
Godsey & Gibb Inc
Virginia
$85.5K 1,516 +1,516 New
SWM
658
Sugarloaf Wealth Management
Georgia
$82.5K 1,463 +1,463 New
GWSG
659
GPS Wealth Strategies Group
Colorado
$77.2K 1,369 +6 +0.4%
T
660
Tidemark
California
$74.9K 1,329 +1,007 +313%
BBHC
661
Brown Brothers Harriman & Co
New York
$71K 1,260 +1,260 New
UIA
662
Ulland Investment Advisors
Minnesota
$68K 1,206 +1,206 New
TCOV
663
Trust Company of Vermont
Vermont
$67.7K 1,200 -260 -18%
FFA
664
Founders Financial Alliance
North Carolina
$66.6K 1,182 – –
TPCW
665
TD Private Client Wealth
New York
$65.7K 1,166 -3 -0.3%
FRA
666
Front Row Advisors
California
$63.4K 1,115 +135 +14%
T
667
Transce3nd
Texas
$62K 1,099 +1,099 New
FCAS
668
First Command Advisory Services
Texas
$61.7K 1,095 – –
LAMC
669
Longview Asset Management (California)
California
$59.5K 1,056 +1,056 New
CT
670
Colonial Trust
South Carolina
$59.5K 1,056 – –
JFGIW
671
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57.5K 1,000 +1,000 New
WSC
672
Wellington Shields & Co
New York
$56.4K 1,000 – –
RF
673
Roxbury Financial
New Jersey
$53.6K 938 +938 New
IHWM
674
Iron Horse Wealth Management
Iowa
$53K 940 +200 +27%
SN
675
Sittner & Nelson
Oregon
$52.7K 934 +934 New
25 26
27
28 29