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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
76
Centurion Wealth Management
Virginia
$10.9M 192,548 +5,741 +3%
WA
77
Waverly Advisors
Alabama
$10.8M 191,459 +1,546 +0.8%
P
78
&Partners
Tennessee
$10.7M 187,210 +75,318 +67%
BRWA
79
B. Riley Wealth Advisors
Florida
$10.3M 181,891 -49,915 -22%
FPGK
80
Financial Partners Group (Kansas)
Kansas
$10.3M 182,599 +38,426 +27%
Renaissance Technologies
81
Renaissance Technologies
New York
$10.3M 182,300 +182,300 New
CA
82
Cambridge Advisors
Nebraska
$10M 177,466 +23,314 +15%
PVI
83
Pine Valley Investments
New Jersey
$9.91M 174,558 +16,658 +11%
HIP
84
HUB Investment Partners
Texas
$9.88M 175,290 +46,691 +36%
BFA
85
Beacon Financial Advisory
Ohio
$9.75M 172,945 +13,585 +9%
PFS
86
Prospera Financial Services
Texas
$9.71M 172,137 +31,659 +23%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$9.44M 167,424 +38,302 +30%
LF
88
Lighthouse Financial
Florida
$9.27M 164,355 +164,355 New
MOS
89
MGO One Seven
Ohio
$9.03M 160,133 -98,477 -38%
CBA
90
Coastal Bridge Advisors
Connecticut
$9M 159,583 +5,883 +4%
FH
91
FWG Holdings
Florida
$8.84M 156,060 -2,598 -2%
AWMG
92
ADG Wealth Management Group
Louisiana
$8.76M 155,404 +155,404 New
Citadel Advisors
93
Citadel Advisors
Florida
$8.68M 154,029 +152,134 +8,028%
Wealthfront Advisers
94
Wealthfront Advisers
California
$8.66M 153,630 +39,480 +35%
KPWS
95
Kestra Private Wealth Services
Texas
$8.5M 150,847 +66,277 +78%
MCIA
96
Mountain Capital Investment Advisors
Colorado
$8.39M 146,527 +19,598 +15%
AAS
97
Avantax Advisory Services
Texas
$8.1M 143,728 +16,336 +13%
BWG
98
Beta Wealth Group
California
$7.98M 141,580 +69 +0%
SI
99
Stephens Inc
Arkansas
$7.94M 140,869 +13,560 +11%
WAOI
100
Wealth Advisors of Iowa
Iowa
$7.73M 137,091 +20,737 +18%
2 3
4
5 6