JEPQ icon

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$556M
2
LJCM
Lee Johnson Capital Management
Texas
$14.4M
3
AWM
AE Wealth Management
Kansas
$1.62M
4
NYLIM
New York Life Investment Management
New York
$25.1M
5
GMFG
Greater Midwest Financial Group
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
126
Consilium Wealth Advisory
Texas
$3.62M +$211K +3,893 +6%
WS
127
Wedbush Securities
California
$3.49M +$1.21M +22,381 +53%
VVP
128
Venture Visionary Partners
Ohio
$3.48M +$2.02M +37,182 +138%
CWA
129
Cascade Wealth Advisors
Washington
$3.36M +$3.36M +62,911 New
MAM
130
Milestone Asset Management
Pennsylvania
$3.36M +$3.36M +61,915 New
MCIA
131
Mountain Capital Investment Advisors
Colorado
$3.34M +$2.53M +47,020 +313%
ARG
132
Advisory Resource Group
Oklahoma
$3.26M -$52.2K -962 -2%
DC
133
Davenport & Co
Virginia
$3.23M +$415K +7,654 +15%
SWP
134
Stratos Wealth Partners
Ohio
$3.16M +$785K +14,469 +33%
GSIAS
135
Garden State Investment Advisory Services
New Jersey
$3.11M +$509K +9,431 +20%
RFMS
136
RWQ Financial Management Services
Florida
$3.06M -$1.22M -22,554 -29%
HH
137
Hilltop Holdings
Texas
$3.05M +$59.6K +1,099 +2%
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$2.99M +$695K +12,815 +30%
MTWM
139
Masso Torrence Wealth Management
New Jersey
$2.97M +$272K +5,017 +10%
SW
140
SlateStone Wealth
Florida
$2.89M +$2.39K +44 +0.1%
IWM
141
IHT Wealth Management
Illinois
$2.89M +$148K +2,727 +5%
OC
142
Oppenheimer & Co
New York
$2.83M +$851K +15,690 +43%
AWM
143
Axxcess Wealth Management
California
$2.78M +$273K +5,039 +11%
SOS
144
Silver Oak Securities
Tennessee
$2.76M +$304K +5,599 +12%
WAOI
145
Wealth Advisors of Iowa
Iowa
$2.75M +$249K +4,592 +10%
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$2.72M +$2.72M +50,090 New
WM
147
Whitford Management
New York
$2.67M – – –
SMC
148
Smith, Moore & Co
Missouri
$2.56M +$382K +7,034 +17%
OWA
149
ORBA Wealth Advisors
Illinois
$2.5M +$61.8K +1,140 +3%
PGAM
150
Princeton Global Asset Management
New Jersey
$2.46M +$172K +3,170 +8%
4 5
6
7 8