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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 %
FSI
751
Flow State Investments
Illinois
– – -30,000 Closed
NYLIM
752
New York Life Investment Management
New York
– – -25,751 Closed
ZIMP
753
Zimmermann Investment Management & Planning
Pennsylvania
– – -23,057 Closed
PWP
754
Precedent Wealth Partners
Texas
– – -20,190 Closed
Prudential Financial
755
Prudential Financial
New Jersey
– – -18,072 Closed
FLPIM
756
F.L. Putnam Investment Management
Massachusetts
– – -16,454 Closed
CA
757
Calton & Associates
Florida
– – -12,321 Closed
LC
758
Lavaca Capital
Texas
– – -8,700 Closed
AFP
759
Alpha Financial Partners
Kentucky
– – -8,495 Closed
Fisher Asset Management
760
Fisher Asset Management
Washington
– – -7,936 Closed
RCAG
761
Rehmann Capital Advisory Group
Michigan
– – -5,199 Closed
FCG
762
Fielder Capital Group
Tennessee
– – -5,000 Closed
EFG
763
Ethos Financial Group
Pennsylvania
– – -4,903 Closed
BW
764
Bison Wealth
Georgia
– – -4,454 Closed
TCWA
765
Turtle Creek Wealth Advisors
Texas
– – -3,910 Closed
OA
766
Operose Advisors
Wisconsin
– – -1,944 Closed
UB
767
UMB Bank
Missouri
– – -1,492 Closed
VWWMG
768
Vermillion & White Wealth Management Group
Pennsylvania
– – -1,216 Closed
WI
769
Wintrust Investments
Illinois
– – -517 Closed
PWM
770
Partnership Wealth Management
Maryland
– – -400 Closed
GWS
771
Glassman Wealth Services
Virginia
– – -285 Closed
RI
772
Ridgewood Investments
New Jersey
– – -200 Closed
CPA
773
Capital Performance Advisors
California
– – -197 Closed
TFA
774
Toth Financial Advisory
Virginia
– – – –
HT
775
HAP Trading
New York
– – – –
28 29 30
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