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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$814M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$959M
3
Bank of America
Bank of America
North Carolina
$375M
4
LPL Financial
LPL Financial
California
$442M
5
AT
American Trust
Kentucky
$26.1M

Top Sellers

1
MW
Marks Wealth
Maryland
$1.57M
2
SFC
Strategic Financial Concepts
Texas
$977K
3
Jane Street
Jane Street
New York
$8.99M
4
OPAM
Ocean Park Asset Management
California
$0
5
ACM
Advance Capital Management
Michigan
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
151
Morse Asset Management
Connecticut
$3.61M +$1.71M +31,137 +90%
TFA
152
Teamwork Financial Advisors
Texas
$3.57M -$2.17M -39,442 -38%
WANY
153
Wealthspire Advisors (New York)
New York
$3.52M -$237K -4,307 -6%
LSPW
154
Lake Street Private Wealth
Illinois
$3.52M -$1.2M -21,901 -25%
WC
155
Waterloo Capital
Texas
$3.5M +$84.4K +1,536 +2%
EA
156
Ergawealth Advisors
Illinois
$3.46M +$792K +14,413 +30%
ARG
157
Advisory Resource Group
Oklahoma
$3.45M +$86.7K +1,579 +3%
KWA
158
Kingswood Wealth Advisors
California
$3.43M +$904K +16,467 +36%
SOS
159
Silver Oak Securities
Tennessee
$3.41M +$535K +9,760 +19%
MTWM
160
Masso Torrence Wealth Management
New Jersey
$3.37M +$83.5K +1,521 +3%
HH
161
Hilltop Holdings
Texas
$3.36M +$104K +1,891 +3%
MW
162
Maia Wealth
Colorado
$3.35M -$66.7K -1,208 -2%
PAG
163
Paladin Advisory Group
Iowa
$3.3M +$551K +10,033 +20%
BEI
164
Benjamin Edwards Inc
Missouri
$3.25M +$1.35M +24,595 +71%
IWA
165
IVC Wealth Advisors
Pennsylvania
$3.23M +$920K +16,746 +40%
LAM
166
Lifestyle Asset Management
Texas
$3.19M +$11.9K +217 +0.4%
AAS
167
Ameritas Advisory Services
Nebraska
$3.11M -$1.96M -35,626 -39%
SMC
168
Smith, Moore & Co
Missouri
$3.02M +$156K +2,843 +5%
DC
169
Davenport & Co
Virginia
$3M -$281K -5,122 -9%
Citigroup
170
Citigroup
New York
$2.94M -$1.81M -33,038 -38%
MCC
171
Money Concepts Capital
Florida
$2.94M +$262K +4,762 +10%
GWA
172
GGM Wealth Advisors
Maryland
$2.9M +$495K +9,011 +21%
JSL
173
JT Stratford LLC
Georgia
$2.85M +$674K +12,277 +31%
SWP
174
Semus Wealth Partners
Florida
$2.85M +$327K +5,944 +13%
IAS
175
Insigneo Advisory Services
Florida
$2.8M -$4.48M -81,582 -62%
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