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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
+$116M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$85.2M
4
Wells Fargo
Wells Fargo
California
+$72.3M
5
LPL Financial
LPL Financial
California
+$61.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$155M
2
LJCM
Lee Johnson Capital Management
Texas
-$28.7M
3
AWM
AE Wealth Management
Kansas
-$23.6M
4
NYLIM
New York Life Investment Management
New York
-$17.8M
5
GMFG
Greater Midwest Financial Group
Minnesota
-$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IFP Advisors
Florida
$2.46M +$482K +8,879 +24%
VAM
152
Verity Asset Management
North Carolina
$2.43M -$264K -4,867 -10%
GVAG
153
Great Valley Advisor Group
Delaware
$2.42M +$1.96M +36,126 +428%
PIA
154
Perennial Investment Advisors
California
$2.39M +$119K +2,195 +5%
Franklin Resources
155
Franklin Resources
California
$2.36M -$132K -2,425 -5%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$2.33M +$1.27M +23,436 +120%
GF
157
Gries Financial
Ohio
$2.31M +$2.31M +42,603 New
TWM
158
Tradition Wealth Management
Minnesota
$2.31M -$7.05K -130 -0.3%
MFP
159
Meridian Financial Partners
Virginia
$2.31M -$1.16M -22,055 -34%
PFG
160
Prosperity Financial Group
California
$2.28M -$1.35M -24,828 -37%
KIG
161
Kennedy Investment Group
New Jersey
$2.27M +$2.27M +41,773 New
CFG
162
Carr Financial Group
Massachusetts
$2.25M +$1.98M +36,558 +739%
SRA
163
Secured Retirement Advisors
Minnesota
$2.2M +$14.8K +272 +0.7%
IAIM
164
International Assets Investment Management
Florida
$2.17M +$269K +4,983 +14%
OL
165
Owen LaRue
Kentucky
$2.16M +$362K +6,676 +20%
BAM
166
Bellevue Asset Management
Washington
$2.11M +$208K +3,831 +11%
CF
167
Concorde Financial
Texas
$2.09M +$2.09M +38,474 New
JSL
168
JT Stratford LLC
Georgia
$2.08M +$170K +3,132 +9%
KWA
169
Kingswood Wealth Advisors
California
$2.07M -$62.3K -1,149 -3%
WWM
170
Wagner Wealth Management
South Carolina
$2.07M -$807K -14,872 -28%
SWP
171
Semus Wealth Partners
Florida
$2.03M +$515K +9,489 +34%
SPC
172
Sigma Planning Corp
Michigan
$2.02M +$1.28M +23,608 +173%
NFG
173
Nations Financial Group
Iowa
$2.01M +$153K +2,813 +8%
OIA
174
OneDigital Investment Advisors
Kansas
$2M -$18.4K -340 -0.9%
BPA
175
Beacon Pointe Advisors
California
$1.97M +$1.05M +19,309 +114%
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