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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 %
CWM
726
Cranbrook Wealth Management
Michigan
$5.24K 93 – –
MG
727
Mather Group
Illinois
$5.07K 90 – –
CWM
728
Centricity Wealth Management
Ohio
$5.07K 90 +90 New
AW
729
Avion Wealth
Texas
$5K 100 – –
GA
730
GoalVest Advisory
New York
$4.74K 84 +84 New
FMP
731
Financial Management Professionals
Texas
$4.06K 72 +8 +13%
MPWT
732
MassMutual Private Wealth & Trust
Connecticut
$4K 71 +71 New
TVWM
733
Tower View Wealth Management
Wisconsin
$3.44K 61 +61 New
SFA
734
Semmax Financial Advisors
North Carolina
$2.86K 49 +1 +2%
QC
735
Quent Capital
New York
$2.71K 48 +48 New
MDCM
736
Morgan Dempsey Capital Management
Wisconsin
$2.17K 38 +38 New
TC
737
Truvestments Capital
Florida
$1.92K 34 -117 -77%
TIM
738
Tortoise Investment Management
New York
$1.02K 18 – –
MFG
739
Menard Financial Group
Texas
$789 14 +14 New
MHIP
740
Mountain Hill Investment Partners
New Jersey
$646 11 +11 New
VWM
741
Vermillion Wealth Management
Minnesota
$451 8 +8 New
Fidelity Investments
742
Fidelity Investments
Massachusetts
$338 6 -15 -71%
NS
743
NBC Securities
Alabama
$275 4 -3,155 -100%
AFS
744
Anderson Financial Strategies
Ohio
$226 4 +4 New
AWM
745
Activest Wealth Management
Florida
$92 2 +1 +100%
CCMG
746
Clark Capital Management Group
Pennsylvania
– – -77,956 Closed
Citigroup
747
Citigroup
New York
– – -53,576 Closed
HOWA
748
Heritage Oak Wealth Advisors
Florida
– – -50,020 Closed
MAC
749
Mason & Associates (California)
California
– – -34,111 Closed
FA
750
Faithward Advisors
Pennsylvania
– – -31,576 Closed
28 29
30
31 32