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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 %
SIC
701
SJS Investment Consulting
Ohio
$27.7K 491 – –
OSAM
702
O'Shaughnessy Asset Management
Connecticut
$27.6K 490 +254 +108%
AA
703
AlphaMark Advisors
Kentucky
$24K 433 -2,263 -84%
BFP
704
Briaud Financial Planning
Texas
$23K 409 +409 New
WSFS
705
Wilmington Savings Fund Society
Delaware
$22.6K 400 – –
MRP
706
Measured Risk Portfolios
California
$21.5K 382 +382 New
CFB
707
Cullen/Frost Bankers
Texas
$19.7K 349 +349 New
Fifth Third Bancorp
708
Fifth Third Bancorp
Ohio
$18.5K 328 -25 -7%
ADL
709
Asset Dedication LLC
California
$17.7K 314 +50 +19%
RCM
710
Raleigh Capital Management
North Carolina
$16.9K 300 – –
Barclays
711
Barclays
United Kingdom
$16K 290 – –
VNA
712
Valley National Advisers
Pennsylvania
$15K 275 – –
AWM
713
AllSquare Wealth Management
New York
$14.8K 262 +262 New
OAJ
714
Ogorek Anthony Joseph
New York
$14K 250 +250 New
LFA
715
LGT Financial Advisors
Texas
$12.9K 230 -15 -6%
AFG
716
Albion Financial Group
Utah
$11.8K 210 +210 New
CWM
717
Crowley Wealth Management
Delaware
$11.3K 200 +200 New
BTI
718
Blue Trust Inc
Georgia
$11.3K 200 +200 New
PWA
719
Physician Wealth Advisors
Utah
$10.5K 186 +186 New
FPB
720
First PREMIER Bank
South Dakota
$8K 144 – –
SWM
721
Sanctuary Wealth Management
Idaho
$6.43K 114 – –
MSG
722
Main Street Group
Virginia
$6.2K 110 +110 New
TCM
723
Tradewinds Capital Management
Washington
$5.64K 100 +100 New
CSB
724
City State Bank
Iowa
$5.36K 95 – –
NL
725
NVWM LLC
Pennsylvania
$5.36K 95 +95 New
27 28
29
30 31