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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 %
NFSG
126
Newbridge Financial Services Group
Florida
$5.78M 102,479 +13,944 +16%
AAS
127
Ameritas Advisory Services
Nebraska
$5.77M 102,253 +45,700 +81%
FFWA
128
FRG Family Wealth Advisors
Washington
$5.44M 96,472 +10,139 +12%
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$5.4M 95,752 +4,299 +5%
PWM
130
Palacios Wealth Management
Florida
$5.31M 93,621 +93,621 New
SA
131
Sanctuary Advisors
Indiana
$5.24M 91,132 -1,315 -1%
IP
132
Ignite Planners
California
$5.23M 91,555 +2,037 +2%
HNWAG
133
High Net Worth Advisory Group
Florida
$5.17M 91,786 -1,871 -2%
VVP
134
Venture Visionary Partners
Ohio
$5.17M 91,645 +19,116 +26%
KIG
135
Kennedy Investment Group
New Jersey
$5.09M 90,355 +7,210 +9%
MAM
136
Milestone Asset Management
Pennsylvania
$5.06M 89,717 -20,812 -19%
TA
137
Tiptree Advisors
New York
$5.04M 89,350 +89,350 New
IWC
138
Integrated Wealth Concepts
Massachusetts
$5.03M 89,302 +18,292 +26%
WS
139
Wedbush Securities
California
$5.03M 89,222 +11,953 +15%
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$5M 88,701 +21,985 +33%
SWM
141
StoneCrest Wealth Management
Arizona
$4.95M 87,775 +3,580 +4%
FCMA
142
Foresight Capital Management Advisors
Michigan
$4.91M 87,086 +37,316 +75%
ACM
143
Avalon Capital Management
California
$4.9M 86,843 +59 +0.1%
GSIAS
144
Garden State Investment Advisory Services
New Jersey
$4.89M 86,470 +10,827 +14%
SFG
145
Socha Financial Group
New York
$4.89M 86,673 -338,651 -80%
CWA
146
Cascade Wealth Advisors
Washington
$4.87M 86,400 +1,636 +2%
PWP
147
Principle Wealth Partners
Connecticut
$4.82M 85,506 -940 -1%
NW
148
NewEdge Wealth
Pennsylvania
$4.69M 83,174 +5,235 +7%
TFS
149
Thoroughbred Financial Services
Tennessee
$4.69M 83,160 +17,439 +27%
Envestnet Portfolio Solutions
150
Envestnet Portfolio Solutions
Illinois
$4.66M 82,644 +7,505 +10%
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