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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 %
PCIA
51
Prime Capital Investment Advisors
Kansas
$20M 354,701 -2,868 -0.8%
SHFP
52
Second Half Financial Partners
Florida
$19.1M 339,186 +135,226 +66%
PA
53
PSI Advisors
Florida
$19M 337,379 +37,788 +13%
HCM
54
Howard Capital Management
Georgia
$18.8M 333,605 +76,829 +30%
CA
55
Cornerstone Advisory
Maryland
$18.7M 321,533 +36,100 +13%
MS
56
Madden Securities
Texas
$18.7M 330,869 +25,463 +8%
LJCM
57
Lee Johnson Capital Management
Texas
$16.9M 299,711 +20,319 +7%
WHG
58
Westwood Holdings Group
Texas
$16.8M 297,752 -41,620 -12%
MFGM
59
Marshall Financial Group (Maryland)
Maryland
$16.8M 297,301 +9,713 +3%
GL
60
Graypoint LLC
New York
$16.7M 295,586 +29,254 +11%
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$15.5M 274,175 +141,816 +107%
Two Sigma Investments
62
Two Sigma Investments
New York
$14.4M 254,800 +254,800 New
EIP
63
Ellis Investment Partners
Pennsylvania
$14.2M 252,743 +21,221 +9%
EWS
64
Evergreen Wealth Solutions
Pennsylvania
$14.2M 251,112 +3,536 +1%
EIA
65
Eldridge Investment Advisors
New Hampshire
$14.1M 250,192 -90,174 -26%
BCI
66
Brinker Capital Investments
Pennsylvania
$13.3M 235,522 -8,546 -4%
OPS
67
Orion Portfolio Solutions
Nebraska
$13.3M 235,522 -8,546 -4%
ATC
68
Argent Trust Co
Tennessee
$13.2M 234,142 +1,154 +0.5%
IAA
69
Independent Advisor Alliance
North Carolina
$13.1M 231,669 +231,669 New
WCP
70
Wick Capital Partners
Pennsylvania
$12.9M 228,109 +34,249 +18%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$12.6M 223,788 -562,294 -72%
MW
72
MBL Wealth
North Carolina
$12.5M 220,844 +11,541 +6%
MAM
73
Marquette Asset Management
Minnesota
$12.1M 214,624 +5,264 +3%
CCA
74
Childress Capital Advisors
Texas
$11.2M 198,917 +42,963 +28%
TWM
75
Tradition Wealth Management
Minnesota
$11.2M 198,576 +39,642 +25%
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