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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 %
GLA
176
Good Life Advisors
Pennsylvania
$2.78M +$1.02M +18,559 +58%
TWM
177
TCFG Wealth Management
California
$2.78M +$2.78M +50,691 New
RIL
178
Rothschild Investment LLC
Illinois
$2.78M +$1.52M +27,721 +121%
SPC
179
Sigma Planning Corp
Michigan
$2.78M +$303K +5,507 +12%
BAM
180
Belpointe Asset Management
Nevada
$2.77M +$85.7K +1,561 +3%
NWWA
181
New Wave Wealth Advisors
Arkansas
$2.75M +$799K +14,537 +41%
HOWA
182
Heritage Oak Wealth Advisors
Florida
$2.75M +$2.75M +50,020 New
FCMA
183
Foresight Capital Management Advisors
Michigan
$2.73M +$231K +4,201 +9%
OBWG
184
Onyx Bridge Wealth Group
New York
$2.71M +$496K +9,022 +22%
OWA
185
ORBA Wealth Advisors
Illinois
$2.71M -$96.1K -1,750 -3%
BPA
186
Beacon Pointe Advisors
California
$2.7M +$7.03K +128 +0.3%
OC
187
Oppenheimer & Co
New York
$2.67M +$1.43M +25,957 +115%
AWM
188
AE Wealth Management
Kansas
$2.6M +$360K +6,547 +16%
SWM
189
SeaCrest Wealth Management
New York
$2.55M +$320K +5,828 +14%
HI
190
Harbour Investments
Wisconsin
$2.51M +$504K +9,182 +25%
PIA
191
Perennial Investment Advisors
California
$2.5M +$40.3K +734 +2%
PFG
192
Prosperity Financial Group
California
$2.47M +$35.6K +648 +1%
CAS
193
Coppell Advisory Solutions
Texas
$2.45M +$401K +7,309 +20%
AWM
194
Axxcess Wealth Management
California
$2.44M -$406K -7,395 -14%
MFG
195
Magnus Financial Group
New York
$2.43M -$10.2M -185,540 -81%
GF
196
Gries Financial
Ohio
$2.41M +$18.1K +330 +0.8%
CF
197
Concorde Financial
Texas
$2.38M +$173K +3,146 +8%
WWM
198
Wagner Wealth Management
South Carolina
$2.37M +$146K +2,665 +7%
TGAM
199
TBH Global Asset Management
Tennessee
$2.36M +$784K +14,267 +50%
JWCA
200
J.W. Cole Advisors
Florida
$2.34M +$428K +7,793 +22%
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