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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 %
MAG
201
Mayfair Advisory Group
Alabama
$3.12M 55,309 +28,485 +106%
CFS
202
Compass Financial Services
Iowa
$3.1M 54,933 +54,933 New
WI
203
WBI Investments
New Jersey
$3.09M 54,779 +54,779 New
GWA
204
GGM Wealth Advisors
Maryland
$3.06M 53,803 +1,079 +2%
OBWG
205
Onyx Bridge Wealth Group
New York
$3.05M 54,087 +4,726 +10%
BPA
206
Beacon Pointe Advisors
California
$3.03M 53,827 +4,642 +9%
PIA
207
Perennial Investment Advisors
California
$3.02M 53,576 +8,082 +18%
AWM
208
AE Wealth Management
Kansas
$3M 53,281 +5,904 +12%
HI
209
Harbour Investments
Wisconsin
$2.99M 52,985 +7,380 +16%
Thrivent Financial for Lutherans
210
Thrivent Financial for Lutherans
Minnesota
$2.93M 51,897 +12,649 +32%
PWM
211
Purus Wealth Management
California
$2.92M 51,728 +16,013 +45%
OWA
212
ORBA Wealth Advisors
Illinois
$2.91M 51,640 +2,305 +5%
CIA
213
Caerus Investment Advisors
Texas
$2.83M 50,209 +37,160 +285%
CAS
214
Coppell Advisory Solutions
Texas
$2.83M 49,450 +4,771 +11%
GFG
215
Goldstone Financial Group
Illinois
$2.81M 49,800 +15,292 +44%
JSL
216
JT Stratford LLC
Georgia
$2.8M 49,603 -2,269 -4%
AWA
217
Arkadios Wealth Advisors
Georgia
$2.77M 49,197 +7,265 +17%
CIAS
218
Capital Investment Advisory Services
North Carolina
$2.77M 49,049 +11,215 +30%
PAG
219
Paladin Advisory Group
Iowa
$2.73M 48,400 -11,710 -19%
PFG
220
Prosperity Financial Group
California
$2.72M 48,184 +3,148 +7%
BAM
221
Belpointe Asset Management
Nevada
$2.71M 50,185 -210 -0.4%
GRP
222
Global Retirement Partners
California
$2.69M 47,687 +5,526 +13%
NFG
223
Nations Financial Group
Iowa
$2.62M 46,436 +3,973 +9%
JWCA
224
J.W. Cole Advisors
Florida
$2.6M 46,121 +3,564 +8%
SFS
225
Sowell Financial Services
Arkansas
$2.54M 45,102 +14,595 +48%
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