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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

575 hedge funds and large institutions have $5.82B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 343 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+72
Holders Change %
+14.31%
% of All Funds
8.36%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.49%
New
108
Increased
343
Reduced
86
Closed
24
Calls
$4.47M
Puts
$4.01M
Net Calls
+$466K
Net Calls Change
+$1.89M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$356M
2
Morgan Stanley
Morgan Stanley
New York
+$133M
3
Bank of America
Bank of America
North Carolina
+$73.6M
4
Ameriprise
Ameriprise
Minnesota
+$61.6M
5
LPL Financial
LPL Financial
California
+$56.5M

Top Sellers

1
MW
Marks Wealth
Maryland
-$31M
2
NYLIM
New York Life Investment Management
New York
-$25.1M
3
GAA
Global Assets Advisory
Florida
-$20.6M
4
LJCM
Lee Johnson Capital Management
Texas
-$14.4M
5
Osaic Holdings
Osaic Holdings
Arizona
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
176
Gries Financial
Ohio
$2.41M +$49.6K +894 +2%
Franklin Resources
177
Franklin Resources
California
$2.38M -$30.7K -553 -1%
IWA
178
IVC Wealth Advisors
Pennsylvania
$2.34M +$1.28M +23,084 +122%
VAM
179
Verity Asset Management
North Carolina
$2.31M -$177K -3,185 -7%
KFS
180
Kelly Financial Services
Massachusetts
$2.3M -$1.46M -26,320 -39%
AWM
181
AE Wealth Management
Kansas
$2.27M +$611K +11,007 +37%
SWM
182
SeaCrest Wealth Management
New York
$2.25M +$1.61M +29,035 +252%
KF
183
Krilogy Financial
Missouri
$2.25M +$1.51M +27,257 +206%
WWM
184
Wagner Wealth Management
South Carolina
$2.24M +$125K +2,254 +6%
AWA
185
Arkadios Wealth Advisors
Georgia
$2.24M +$1.96M +35,386 +713%
OBWG
186
Onyx Bridge Wealth Group
New York
$2.24M +$968K +17,449 +76%
VWA
187
Visionary Wealth Advisors
Illinois
$2.24M +$2.24M +40,287 New
SRA
188
Secured Retirement Advisors
Minnesota
$2.23M -$22.3K -402 -1%
CF
189
Concorde Financial
Texas
$2.23M +$92K +1,658 +4%
DOA
190
D'Orazio & Associates
Virginia
$2.22M +$258K +4,649 +13%
NFG
191
Nations Financial Group
Iowa
$2.21M +$150K +2,703 +7%
JSL
192
JT Stratford LLC
Georgia
$2.2M +$64.9K +1,169 +3%
IA
193
IFP Advisors
Florida
$2.19M -$331K -5,958 -13%
SWA
194
Stratos Wealth Advisors
Ohio
$2.18M +$1.81M +32,590 +488%
BAM
195
Bellevue Asset Management
Washington
$2.17M +$18K +324 +0.8%
MFP
196
Meridian Financial Partners
Virginia
$2.14M -$245K -4,491 -10%
CAS
197
Coppell Advisory Solutions
Texas
$2.07M +$2.07M +37,370 New
FZCM
198
Flynn Zito Capital Management
New York
$2.06M +$675K +12,166 +49%
CCMG
199
Clark Capital Management Group
Pennsylvania
$2.04M +$2.04M +36,764 New
HI
200
Harbour Investments
Wisconsin
$2.02M +$442K +7,959 +28%
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