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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 Holding Trade Value Shares
Change 		Shares
Change %
MFGM
51
Marshall Financial Group (Maryland)
Maryland
$15.8M +$161K +2,928 +1%
CA
52
Cornerstone Advisory
Maryland
$15.7M +$2.01M +36,507 +15%
LJCM
53
Lee Johnson Capital Management
Texas
$15.3M +$15.3M +279,392 New
GL
54
Graypoint LLC
New York
$14.6M -$514K -9,351 -3%
NA
55
NewEdge Advisors
Louisiana
$14.5M +$1.18M +21,547 +9%
MOS
56
MGO One Seven
Ohio
$14.2M +$3.66M +66,559 +35%
HCM
57
Howard Capital Management
Georgia
$14.1M +$1.44M +26,134 +11%
CF
58
Centaurus Financial
California
$13.7M -$7.65M -139,263 -36%
EWS
59
Evergreen Wealth Solutions
Pennsylvania
$13.6M +$349K +6,362 +3%
OPS
60
Orion Portfolio Solutions
Nebraska
$13.4M +$428K +7,798 +3%
BCI
61
Brinker Capital Investments
Pennsylvania
$13.4M +$428K +7,798 +3%
ATC
62
Argent Trust Co
Tennessee
$12.8M +$4.46M +81,151 +53%
EIP
63
Ellis Investment Partners
Pennsylvania
$12.7M +$314K +5,716 +3%
BRWA
64
B. Riley Wealth Advisors
Florida
$12.6M +$962K +17,704 +8%
CSPAM
65
Cary Street Partners Asset Management
Virginia
$12.3M +$1.76M +32,031 +17%
MAM
66
Marquette Asset Management
Minnesota
$11.5M +$172K +3,124 +2%
MW
67
MBL Wealth
North Carolina
$11.5M +$635K +11,568 +6%
SHFP
68
Second Half Financial Partners
Florida
$11.2M -$445K -8,101 -4%
WCP
69
Wick Capital Partners
Pennsylvania
$10.6M -$40.8K -743 -0.4%
WA
70
Waverly Advisors
Alabama
$10.4M -$1.38M -25,130 -12%
CWM
71
Centurion Wealth Management
Virginia
$10.3M +$10.3M +186,807 New
ACM
72
Advance Capital Management
Michigan
$10.2M -$12.5M -227,436 -55%
GVAG
73
Great Valley Advisor Group
Delaware
$9.77M +$5.31M +96,651 +119%
Jane Street
74
Jane Street
New York
$8.99M -$23.3M -423,879 -72%
FH
75
FWG Holdings
Florida
$8.8M +$157K +2,827 +2%
1 2
3
4 5