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
+$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 %
DOA
176
D'Orazio & Associates
Virginia
$1.92M +$436K +8,040 +29%
LAM
177
Lifestyle Asset Management
Texas
$1.91M +$108K +1,986 +6%
JPLA
178
Joseph P. Lucia & Associates
New York
$1.91M -$72.5K -1,336 -4%
BEI
179
Benjamin Edwards Inc
Missouri
$1.85M -$20K -369 -1%
GCP
180
Gill Capital Partners
Colorado
$1.84M +$23.2K +446 +1%
BCM
181
Brookstone Capital Management
Illinois
$1.83M +$997K +18,381 +120%
JWCA
182
J.W. Cole Advisors
Florida
$1.8M +$804K +14,831 +81%
PWM
183
Purus Wealth Management
California
$1.8M +$19K +350 +1%
LNC
184
Lincoln National Corp
Pennsylvania
$1.77M +$249K +4,585 +16%
FA
185
Faithward Advisors
Pennsylvania
$1.76M +$1.76M +32,474 New
MAC
186
Mason & Associates (California)
California
$1.75M +$920K +16,965 +110%
WE
187
Wealth Effects
Massachusetts
$1.74M +$98.2K +1,810 +6%
FFWA
188
FRG Family Wealth Advisors
Washington
$1.72M +$463K +8,896 +37%
GWA
189
GGM Wealth Advisors
Maryland
$1.7M +$1.11M +20,597 +188%
CWA
190
Clarity Wealth Advisors
California
$1.66M +$182K +3,359 +12%
ACA
191
Aptus Capital Advisors
Alabama
$1.65M +$946K +17,439 +135%
RWPA
192
Richard W. Paul & Associates
Michigan
$1.64M +$144K +2,652 +10%
AWM
193
AE Wealth Management
Kansas
$1.62M -$23.6M -435,780 -94%
TCA
194
Transcend Capital Advisors
New Jersey
$1.55M +$217K +4,008 +16%
IF
195
Intrua Financial
Texas
$1.54M +$814 +15 +0.1%
HI
196
Harbour Investments
Wisconsin
$1.54M +$427K +7,881 +38%
FA
197
Flagstar Advisors
New York
$1.53M +$1.53M +28,123 New
MA
198
Modus Advisors
Minnesota
$1.52M +$682K +12,578 +81%
KPWS
199
Kestra Private Wealth Services
Texas
$1.51M +$271K +5,000 +22%
CPC
200
Consolidated Planning Corp
Georgia
$1.5M +$538K +9,928 +56%
6 7
8
9 10