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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 %
NWWA
201
New Wave Wealth Advisors
Arkansas
$1.97M +$1.97M +35,483 New
JPLA
202
Joseph P. Lucia & Associates
New York
$1.97M +$15.3K +275 +0.8%
GCP
203
Gill Capital Partners
Colorado
$1.96M – – –
RWPA
204
Richard W. Paul & Associates
Michigan
$1.96M +$274K +4,939 +16%
JWCA
205
J.W. Cole Advisors
Florida
$1.93M +$88.2K +1,590 +5%
BIP
206
Blue Investment Partners
California
$1.93M -$3.11M -56,055 -62%
PWM
207
Purus Wealth Management
California
$1.92M +$85.9K +1,548 +5%
BEI
208
Benjamin Edwards Inc
Missouri
$1.92M +$23.4K +421 +1%
MAM
209
Morse Asset Management
Connecticut
$1.92M +$1.3M +23,370 +210%
IA
210
IFG Advisory
Georgia
$1.9M +$874K +15,748 +85%
IPA
211
Investment Planning Advisors
Georgia
$1.85M +$1.85M +33,418 New
GFG
212
Goldstone Financial Group
Illinois
$1.85M +$1.85M +33,353 New
BIP
213
Bouvel Investment Partners
Pennsylvania
$1.82M +$1.82M +32,787 New
KA
214
Kovack Advisors
Florida
$1.79M +$1.79M +32,312 New
CIAS
215
Capital Investment Advisory Services
North Carolina
$1.78M +$331K +5,964 +23%
GLA
216
Good Life Advisors
Pennsylvania
$1.78M +$694K +12,497 +64%
OIA
217
OneDigital Investment Advisors
Kansas
$1.76M -$283K -5,098 -14%
CWA
218
Clarity Wealth Advisors
California
$1.75M +$52.6K +948 +3%
ACM
219
AlphaStar Capital Management
North Carolina
$1.74M +$1.74M +31,352 New
ACA
220
Aptus Capital Advisors
Alabama
$1.73M +$38.9K +700 +2%
FA
221
Faithward Advisors
Pennsylvania
$1.72M -$80.7K -1,454 -4%
SWP
222
Summit Wealth Partners
Florida
$1.69M +$384K +6,913 +29%
TA
223
TrueWealth Advisors
Alabama
$1.68M +$238K +4,282 +16%
PP
224
PDS Planning
Ohio
$1.67M +$449K +8,094 +37%
WE
225
Wealth Effects
Massachusetts
$1.67M -$112K -2,020 -6%
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