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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

503 hedge funds and large institutions have $4.64B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 279 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+83
Holders Change %
+19.76%
% of All Funds
7.29%
Holding in Top 10
38
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+31.03%
% of All Funds
0.55%
New
110
Increased
279
Reduced
83
Closed
24
Calls
$3.49M
Puts
$4.91M
Net Calls
-$1.42M
Net Calls Change
-$1.25M

Top Buyers

1
MW
1
Marks Wealth
Maryland
$117M
2
Bank of America
2
Bank of America
North Carolina
$243M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$543M
4
Wells Fargo
4
Wells Fargo
California
$223M
5
LPL Financial
5
LPL Financial
California
$336M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$556M
2
LJCM
2
Lee Johnson Capital Management
Texas
$14.4M
3
AWM
3
AE Wealth Management
Kansas
$1.62M
4
NYLIM
4
New York Life Investment Management
New York
$25.1M
5
GMFG
5
Greater Midwest Financial Group
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FH
76
FWG Holdings
Florida
$8.06M +$211K +3,957 +3%
ATC
77
Argent Trust Co
Tennessee
$7.69M +$1.52M +28,010 +25%
CA
78
Cambridge Advisors
Nebraska
$7.55M +$917K +16,899 +14%
CCA
79
Childress Capital Advisors
Texas
$7.48M +$803K +14,796 +12%
CW
80
CIC Wealth
Maryland
$7.42M +$541K +9,967 +8%
BWG
81
Beta Wealth Group
California
$7.18M -$1.67M -30,731 -19%
BFA
82
Beacon Financial Advisory
Ohio
$6.86M +$2.2M +40,522 +47%
NA
83
NewEdge Advisors
Louisiana
$6.69M +$704K +12,988 +12%
CIA
84
Caerus Investment Advisors
Texas
$6.69M -$622K -11,475 -9%
Renaissance Technologies
85
Renaissance Technologies
New York
$6.59M -$3.41M -62,800 -34%
SI
86
Stephens Inc
Arkansas
$6.46M +$715K +13,176 +12%
USCWA
87
U.S. Capital Wealth Advisors
Texas
$6.37M +$3.37M +62,125 +112%
NEPWA
88
New England Private Wealth Advisors
Massachusetts
$6.07M +$119K +2,208 +2%
MW
89
MBL Wealth
North Carolina
$6.05M +$1.21M +22,359 +25%
AssetMark Inc
90
AssetMark Inc
California
$6.03M +$6.03M +111,142 New
BCM
91
Beck Capital Management
Texas
$6.01M -$103K -1,890 -2%
FPGK
92
Financial Partners Group (Kansas)
Kansas
$5.7M +$3.24M +59,786 +132%
DAS
93
Dynamic Advisor Solutions
Arizona
$5.7M -$1.18M -21,789 -17%
ACM
94
Avalon Capital Management
California
$5.59M -$31.1K -574 -0.6%
SWM
95
StoneCrest Wealth Management
Arizona
$5.57M -$505K -9,315 -8%
EBWM
96
Eagle Bluffs Wealth Management
Missouri
$5.42M +$322K +5,934 +6%
PIWA
97
Prevail Innovative Wealth Advisors
Kansas
$5.24M +$5.24M +96,681 New
TCWM
98
Total Clarity Wealth Management
Illinois
$5.11M +$1.03M +19,069 +25%
HIP
99
HUB Investment Partners
Texas
$5.03M +$291K +5,366 +6%
CBA
100
Coastal Bridge Advisors
Connecticut
$4.98M +$2.27M +41,893 +84%
2 3
4
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