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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 %
CGA
101
Crescent Grove Advisors
Illinois
$7.71M 135,664 +109,363 +416%
VAM
102
Vienna Asset Management
California
$7.66M 135,792 +3,605 +3%
DAS
103
Dynamic Advisor Solutions
Arizona
$7.53M 133,470 +22,778 +21%
WMA
104
West Michigan Advisors
Michigan
$7.35M 129,388 -1,285 -1%
PIWA
105
Prevail Innovative Wealth Advisors
Kansas
$7.35M 130,368 +13,426 +11%
BWP
106
Bernardo Wealth Planning
Pennsylvania
$7.27M 129,950 -629 -0.5%
SFP
107
Sandbox Financial Partners
Maryland
$6.95M 123,333 +7,503 +6%
AIA
108
Armor Investment Advisors
North Carolina
$6.75M 119,804 +15,034 +14%
SWP
109
Stratos Wealth Partners
Ohio
$6.64M 117,791 +7,929 +7%
NEPWA
110
New England Private Wealth Advisors
Massachusetts
$6.63M 117,626 +2,417 +2%
MAG
111
Members Advisory Group
New York
$6.53M 115,754 +21,796 +23%
USCWA
112
U.S. Capital Wealth Advisors
Texas
$6.5M 115,351 -664 -0.6%
FA
113
Fagan Associates
New York
$6.49M 115,172 +27,411 +31%
BCM
114
Beck Capital Management
Texas
$6.44M 114,286 +1,633 +1%
CAL
115
Capital Analysts LLC
Pennsylvania
$6.41M 113,605 +18,082 +19%
HWAM
116
Hennion & Walsh Asset Management
New Jersey
$6.38M 113,134 +25,809 +30%
RFMS
117
RWQ Financial Management Services
Florida
$6.27M 111,212 +13,470 +14%
PS
118
Principal Securities
Iowa
$6.26M 111,007 +81,959 +282%
EBWM
119
Eagle Bluffs Wealth Management
Missouri
$6.19M 108,835 -4,234 -4%
CFG
120
Carr Financial Group
Massachusetts
$6.08M 107,870 +13,901 +15%
GCWM
121
Guided Capital Wealth Management
Texas
$5.93M 105,098 +105,098 New
Comerica Bank
122
Comerica Bank
Texas
$5.87M 104,178 +6,784 +7%
DIM
123
Delta Investment Management
California
$5.86M 104,024 -291,333 -74%
KWM
124
Kingsview Wealth Management
Oregon
$5.85M 103,813 +6,088 +6%
KF
125
Krilogy Financial
Missouri
$5.81M 103,125 +25,196 +32%
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