JEPQ icon

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.

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
1
Marks Wealth
Maryland
$117M
2
Bank of America
2
Bank of America
North Carolina
$243M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$543M
4
Wells Fargo
4
Wells Fargo
California
$223M
5
LPL Financial
5
LPL Financial
California
$336M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$556M
2
LJCM
2
Lee Johnson Capital Management
Texas
$14.4M
3
AWM
3
AE Wealth Management
Kansas
$1.62M
4
NYLIM
4
New York Life Investment Management
New York
$25.1M
5
GMFG
5
Greater Midwest Financial Group
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$556M 10,259,341 -2,855,765 -22%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$543M 10,013,034 +1,571,378 +19%
LPL Financial
3
LPL Financial
California
$336M 6,199,663 +1,138,413 +22%
Bank of America
4
Bank of America
North Carolina
$243M 4,474,445 +2,137,035 +91%
Wells Fargo
5
Wells Fargo
California
$223M 4,103,189 +1,333,023 +48%
UBS Group
6
UBS Group
Switzerland
$170M 3,140,389 +740,911 +31%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$146M 2,698,921 +155,082 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$130M 2,389,490 +493,420 +26%
MW
9
Marks Wealth
Maryland
$117M 2,164,599 +2,164,599 New
RIG
10
RiverFront Investment Group
Virginia
$116M 2,137,051 +160,984 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$108M 1,983,394 +287,938 +17%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$81.5M 1,502,448 +64,975 +5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$60.5M 1,115,431 +338,749 +44%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$57M 1,051,796 +890,120 +551%
HCM
15
Hilton Capital Management
New York
$48.2M 888,470 +6,420 +0.7%
RJA
16
Raymond James & Associates
Florida
$46.6M 858,421 +89,981 +12%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$46.1M 849,760 +81,192 +11%
Jane Street
18
Jane Street
New York
$43.1M 794,084 +783,584 +7,463%
PAG
19
Private Advisor Group
New Jersey
$39.2M 722,067 +147,469 +26%
MML Investors Services
20
MML Investors Services
Massachusetts
$36.1M 666,078 +46,531 +8%
RCM
21
Requisite Capital Management
Texas
$35.6M 655,953 +83,785 +15%
LGA
22
Lebenthal Global Advisors
New York
$31.1M 573,689 -2,873 -0.5%
KAS
23
Kestra Advisory Services
Texas
$30.7M 565,912 +74,628 +15%
HighTower Advisors
24
HighTower Advisors
Illinois
$29.1M 535,738 +45,199 +9%
Truist Financial
25
Truist Financial
North Carolina
$27.5M 507,476 -23,773 -4%
1
2 3 4 5