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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 %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$4.64M 82,257 +58,632 +248%
LSPW
152
Lake Street Private Wealth
Illinois
$4.62M 81,971 +17,891 +28%
William Blair & Company
153
William Blair & Company
Illinois
$4.55M 80,696 +11,002 +16%
TLP
154
Trinity Legacy Partners
Texas
$4.46M 79,146 +3,959 +5%
CAM
155
Cobblestone Asset Management
Virginia
$4.45M 78,874 -32,621 -29%
IFPG
156
Intrepid Financial Planning Group
Indiana
$4.39M 77,843 +37,555 +93%
IWA
157
IVC Wealth Advisors
Pennsylvania
$4.29M 76,124 +17,304 +29%
NAS
158
NWF Advisory Services
California
$4.25M 74,745 +74,745 New
CF
159
Centaurus Financial
California
$4.24M 75,260 -174,029 -70%
KWA
160
Kingswood Wealth Advisors
California
$4.23M 74,987 +12,541 +20%
OC
161
Oppenheimer & Co
New York
$4.19M 74,372 +25,823 +53%
FWM
162
Forefront Wealth Management
Pennsylvania
$4.18M 74,174 +74,174 New
DC
163
Davenport & Co
Virginia
$4.14M 73,479 +18,827 +34%
TFA
164
Teamwork Financial Advisors
Texas
$4.14M 73,438 +8,376 +13%
MW
165
Maia Wealth
Colorado
$4.13M 72,708 +12,019 +20%
ARG
166
Advisory Resource Group
Oklahoma
$4.11M 72,934 +10,055 +16%
AssetMark Inc
167
AssetMark Inc
California
$4.1M 72,726 -2,250 -3%
GF
168
Gries Financial
Ohio
$4.1M 72,688 +28,861 +66%
EA
169
Ergawealth Advisors
Illinois
$4.1M 72,647 +9,729 +15%
SW
170
SlateStone Wealth
Florida
$4.09M 72,521 +3,061 +4%
TSWM
171
Tyler-Stone Wealth Management
Ohio
$4.03M 71,446 -5,850 -8%
BCM
172
Brookstone Capital Management
Illinois
$4M 70,974 -23,543 -25%
NWWA
173
New Wave Wealth Advisors
Arkansas
$3.99M 70,834 +20,814 +42%
SCA
174
Sulzberger Capital Advisors
Florida
$3.92M 69,570 +69,570 New
VWA
175
Visionary Wealth Advisors
Illinois
$3.91M 69,385 -5,328 -7%
5 6
7
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