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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.

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 Market Value Shares Shares
Change 		Shares
Change %
NEPWA
101
New England Private Wealth Advisors
Massachusetts
$6.33M 115,209 -620 -0.5%
Wealthfront Advisers
102
Wealthfront Advisers
California
$6.27M 114,150 +11,205 +11%
EBWM
103
Eagle Bluffs Wealth Management
Missouri
$6.21M 113,069 +7,568 +7%
BCM
104
Beck Capital Management
Texas
$6.19M 112,653 +963 +0.9%
P
105
&Partners
Tennessee
$6.18M 111,892 +102,695 +1,117%
CAM
106
Cobblestone Asset Management
Virginia
$6.12M 111,495 +7,746 +7%
DAS
107
Dynamic Advisor Solutions
Arizona
$6.08M 110,692 +5,607 +5%
MAM
108
Milestone Asset Management
Pennsylvania
$6.07M 110,529 +40,907 +59%
SWP
109
Stratos Wealth Partners
Ohio
$6.03M 109,862 +31,612 +40%
AIA
110
Armor Investment Advisors
North Carolina
$5.76M 104,770 +104,770 New
RFMS
111
RWQ Financial Management Services
Florida
$5.37M 97,742 +12,104 +14%
KWM
112
Kingsview Wealth Management
Oregon
$5.37M 97,725 +8,437 +9%
Comerica Bank
113
Comerica Bank
Texas
$5.35M 97,394 +13,815 +17%
CAL
114
Capital Analysts LLC
Pennsylvania
$5.25M 95,523 -143,144 -60%
SA
115
Sanctuary Advisors
Indiana
$5.23M 92,447 +65,014 +237%
BCM
116
Brookstone Capital Management
Illinois
$5.19M 94,517 +36,078 +62%
CFG
117
Carr Financial Group
Massachusetts
$5.16M 93,969 +12,148 +15%
MAG
118
Members Advisory Group
New York
$5.16M 93,958 +30,311 +48%
HNWAG
119
High Net Worth Advisory Group
Florida
$5.14M 93,657 +3,358 +4%
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$5.02M 91,453 +9,469 +12%
IP
121
Ignite Planners
California
$4.92M 89,518 +2,166 +2%
NFSG
122
Newbridge Financial Services Group
Florida
$4.86M 88,535 +28,896 +48%
TCWM
123
Total Clarity Wealth Management
Illinois
$4.85M 88,263 +2,141 +2%
FA
124
Fagan Associates
New York
$4.82M 87,761 +1,571 +2%
HWAM
125
Hennion & Walsh Asset Management
New Jersey
$4.8M 87,325 +13,260 +18%
3 4
5
6 7