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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.

New
Increased
Maintained
Reduced
Closed
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 %
BFA
76
Beacon Financial Advisory
Ohio
$8.75M +$647K +11,787 +8%
TWM
77
Tradition Wealth Management
Minnesota
$8.73M +$469K +8,540 +6%
CW
78
CIC Wealth
Maryland
$8.68M +$625K +11,377 +8%
PVI
79
Pine Valley Investments
New Jersey
$8.67M +$268K +4,874 +3%
CCA
80
Childress Capital Advisors
Texas
$8.57M +$377K +6,855 +5%
CA
81
Cambridge Advisors
Nebraska
$8.47M +$495K +9,010 +6%
CBA
82
Coastal Bridge Advisors
Connecticut
$8.44M +$1.44M +26,248 +21%
WAM
83
WNY Asset Management
New York
$8.05M +$6.55M +119,216 +435%
FPGK
84
Financial Partners Group (Kansas)
Kansas
$7.92M +$1.73M +31,535 +28%
BWG
85
Beta Wealth Group
California
$7.77M +$561K +10,212 +8%
PFS
86
Prospera Financial Services
Texas
$7.72M +$1.93M +35,143 +33%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$7.27M -$3.67M -66,756 -34%
VAM
88
Vienna Asset Management
California
$7.26M +$768K +13,986 +12%
M1FG
89
Mach-1 Financial Group
Arkansas
$7.24M +$512K +9,306 +8%
MCIA
90
Mountain Capital Investment Advisors
Colorado
$7.19M +$2.22M +39,117 +45%
BWP
91
Bernardo Wealth Planning
Pennsylvania
$7.18M -$5.66M -102,964 -44%
WMA
92
West Michigan Advisors
Michigan
$7.18M -$1.46M -26,550 -17%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$7.09M +$4.18M +76,049 +143%
HIP
94
HUB Investment Partners
Texas
$7.06M +$1.28M +23,351 +22%
AAS
95
Avantax Advisory Services
Texas
$7M +$1.5M +27,375 +27%
SI
96
Stephens Inc
Arkansas
$6.99M -$398K -7,249 -5%
PIWA
97
Prevail Innovative Wealth Advisors
Kansas
$6.42M +$632K +11,514 +11%
WAOI
98
Wealth Advisors of Iowa
Iowa
$6.39M +$6.39M +116,354 New
USCWA
99
U.S. Capital Wealth Advisors
Texas
$6.37M -$163K -2,971 -2%
SFP
100
Sandbox Financial Partners
Maryland
$6.36M +$548K +9,983 +9%
2 3
4
5 6