We are live on ! Find out more
JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF

581 hedge funds and large institutions have $5.84B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 347 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 24

303% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 86

25% more capital invested

Capital invested by funds: $4.66B → $5.84B (+$1.18B)

14% more funds holding

Funds holding: 508581 (+73)

12% more call options, than puts

Call options by funds: $4.47M | Put options by funds: $4.01M

0.64% less ownership

Funds ownership: 40.07%39.43% (-0.64%)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
581
Holders Change
+73
Holders Change %
+14.37%
% of All Funds
8.39%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.49%
New
109
Increased
347
Reduced
86
Closed
24
Calls
$4.47M
Puts
$4.01M
Net Calls
+$466K
Net Calls Change
+$1.89M
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
176
Prosperity Financial Group
California
$2.46M +$129K +2,398 +6%
GWA
177
GGM Wealth Advisors
Maryland
$2.43M +$654K +12,161 +39%
GF
178
Gries Financial
Ohio
$2.41M +$48K +894 +2%
Franklin Resources
179
Franklin Resources
California
$2.38M -$29.7K -553 -1%
IWA
180
IVC Wealth Advisors
Pennsylvania
$2.34M +$1.24M +23,084 +122%
VAM
181
Verity Asset Management
North Carolina
$2.31M -$171K -3,185 -7%
KFS
182
Kelly Financial Services
Massachusetts
$2.3M -$1.41M -26,320 -39%
AWM
183
AE Wealth Management
Kansas
$2.27M +$592K +11,007 +37%
SWM
184
SeaCrest Wealth Management
New York
$2.25M +$1.56M +29,035 +252%
KF
185
Krilogy Financial
Missouri
$2.25M +$1.46M +27,257 +206%
WWMSC
186
Wagner Wealth Management (South Carolina)
South Carolina
$2.24M +$121K +2,254 +6%
AWA
187
Arkadios Wealth Advisors
Georgia
$2.24M +$1.9M +35,386 +713%
OBWG
188
Onyx Bridge Wealth Group
New York
$2.24M +$938K +17,449 +76%
VWA
189
Visionary Wealth Advisors
Illinois
$2.24M +$2.17M +40,287 New
SRA
190
Secured Retirement Advisors
Minnesota
$2.23M -$21.6K -402 -1%
CF
191
Concorde Financial
Texas
$2.23M +$89.1K +1,658 +4%
DOA
192
D'Orazio & Associates
Virginia
$2.22M +$250K +4,649 +13%
NFG
193
Nations Financial Group
Iowa
$2.21M +$145K +2,703 +7%
JSL
194
JT Stratford LLC
Georgia
$2.2M +$62.8K +1,169 +3%
IA
195
IFP Advisors
Florida
$2.19M -$320K -5,958 -13%
SWA
196
Stratos Wealth Advisors
Ohio
$2.18M +$1.75M +32,590 +488%
BAM
197
Bellevue Asset Management
Washington
$2.17M +$17.4K +324 +0.8%
MFP
198
Meridian Financial Partners
Virginia
$2.14M -$241K -4,491 -10%
CAS
199
Coppell Advisory Solutions
Texas
$2.07M +$2.01M +37,370 New
FZCM
200
Flynn Zito Capital Management
New York
$2.06M +$654K +12,166 +49%