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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 %
MA
201
MBA Advisors
Pennsylvania
$1.48M +$60.2K +1,109 +4%
JFG
202
Jefferies Financial Group
New York
$1.45M -$136K -2,500 -9%
CIAS
203
Capital Investment Advisory Services
North Carolina
$1.42M +$98.5K +1,816 +7%
TA
204
TrueWealth Advisors
Alabama
$1.41M +$130K +2,399 +10%
LWM
205
Lionsbridge Wealth Management
Florida
$1.4M +$1.4M +25,836 New
SP
206
Sequent Planning
Nebraska
$1.39M +$1.39M +25,668 New
CWP
207
Concord Wealth Partners
Virginia
$1.39M +$67.5K +1,244 +5%
EFMC
208
Empire Financial Management Company
New York
$1.37M +$814K +15,000 +145%
FZCM
209
Flynn Zito Capital Management
New York
$1.35M +$1.35M +24,906 New
BAM
210
Belpointe Asset Management
Nevada
$1.34M +$1.34M +24,734 New
SFS
211
Sowell Financial Services
Arkansas
$1.32M +$535K +9,856 +68%
PA
212
Pinnacle Associates
New York
$1.3M +$149K +2,739 +13%
AWA
213
Arete Wealth Advisors
Illinois
$1.3M +$57.2K +1,055 +5%
FHC
214
First Heartland Consultants
Missouri
$1.29M +$410K +7,560 +47%
SWP
215
Summit Wealth Partners
Florida
$1.28M -$43.8K -807 -3%
NL
216
NWAM LLC
Washington
$1.27M +$143K +2,687 +13%
BWP
217
Balboa Wealth Partners
Arizona
$1.27M +$717K +13,211 +130%
GWM
218
Greenwich Wealth Management
Connecticut
$1.26M +$188K +3,468 +18%
Ameriprise
219
Ameriprise
Minnesota
$1.26M +$985K +18,156 +363%
Thrivent Financial for Lutherans
220
Thrivent Financial for Lutherans
Minnesota
$1.24M +$1.24M +22,901 New
E
221
ETFidea
New York
$1.24M +$255K +4,709 +26%
TSWM
222
Tyler-Stone Wealth Management
Ohio
$1.22M +$332K +6,130 +37%
OBWG
223
Onyx Bridge Wealth Group
New York
$1.21M +$859K +16,317 +248%
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
$1.2M +$919K +16,939 +323%
IAS
225
Insigneo Advisory Services
Florida
$1.2M +$861K +15,880 +254%
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