JEPQ icon

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 %
PGAM
176
Princeton Global Asset Management
New Jersey
$3.88M 68,811 +2,915 +4%
MAM
177
Morse Asset Management
Connecticut
$3.74M 66,281 +629 +1%
SOS
178
Silver Oak Securities
Tennessee
$3.7M 64,674 +2,526 +4%
TWM
179
TCFG Wealth Management
California
$3.6M 63,816 +13,125 +26%
AWM
180
Axxcess Wealth Management
California
$3.58M 63,411 +18,917 +43%
WC
181
Waterloo Capital
Texas
$3.57M 63,236 -429 -0.7%
OIA
182
OneDigital Investment Advisors
Kansas
$3.52M 62,486 +32,979 +112%
BEI
183
Benjamin Edwards Inc
Missouri
$3.49M 61,977 +2,866 +5%
HH
184
Hilltop Holdings
Texas
$3.47M 61,523 +324 +0.5%
RIL
185
Rothschild Investment LLC
Illinois
$3.42M 60,638 +9,993 +20%
WANY
186
Wealthspire Advisors (New York)
New York
$3.42M 60,604 -3,498 -5%
SMC
187
Smith, Moore & Co
Missouri
$3.39M 60,136 +5,195 +9%
SWP
188
Semus Wealth Partners
Florida
$3.39M 60,072 +8,204 +16%
LFG
189
Larson Financial Group
Missouri
$3.38M 59,971 +19,679 +49%
IAIM
190
International Assets Investment Management
Florida
$3.34M 59,431 -3,018,633 -98%
GLA
191
Good Life Advisors
Pennsylvania
$3.33M 59,062 +8,371 +17%
LAM
192
Lifestyle Asset Management
Texas
$3.31M 58,694 +535 +0.9%
SPC
193
Sigma Planning Corp
Michigan
$3.26M 57,897 +7,333 +15%
BIP
194
Bouvel Investment Partners
Pennsylvania
$3.26M 57,844 +25,445 +79%
SWM
195
Spire Wealth Management
Virginia
$3.25M 57,653 +57,653 New
MFG
196
Magnus Financial Group
New York
$3.22M 57,092 +12,869 +29%
AF
197
Apexium Financial
Texas
$3.2M 56,457 +43,340 +330%
CWMGO
198
Capstone Wealth Management Group (Oregon)
Oregon
$3.16M 56,096 +56,096 New
SWM
199
SeaCrest Wealth Management
New York
$3.14M 55,736 +9,367 +20%
MCC
200
Money Concepts Capital
Florida
$3.13M 55,536 +1,975 +4%
6 7
8
9 10