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JPMorgan Nasdaq Equity Premium Income ETF

754 hedge funds and large institutions have $8.75B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 399 increasing their positions, 121 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

546% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 28

230% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 121

74% more call options, than puts

Call options by funds: $18.7M | Put options by funds: $10.8M

38% more capital invested

Capital invested by funds: $6.33B → $8.75B (+$2.42B)

38% more funds holding in top 10

Funds holding in top 10: 3447 (+13)

23% more funds holding

Funds holding: 612754 (+142)

2.11% less ownership

Funds ownership: 38.8%36.69% (-2.1%)

Holders
754
Holders Change
+142
Holders Change %
+23.2%
% of All Funds
9.93%
Holding in Top 10
47
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+38.24%
% of All Funds
0.62%
New
181
Increased
399
Reduced
121
Closed
28
Calls
$18.7M
Puts
$10.8M
Net Calls
+$7.95M
Net Calls Change
+$6.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.22B +$54.7K +975 +5%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.14B +$158M +2,805,860 +16%
Morgan Stanley
3
Morgan Stanley
New York
$939M +$103M +1,835,963 +12%
LPL Financial
4
LPL Financial
California
$503M +$48.3M +860,019 +11%
Bank of America
5
Bank of America
North Carolina
$446M +$60.9M +1,085,222 +16%
Wells Fargo
6
Wells Fargo
California
$321M +$28M +498,270 +10%
UBS Group
7
UBS Group
Switzerland
$209M +$6.87M +122,335 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$183M +$471K +8,393 +0.3%
Raymond James Financial
9
Raymond James Financial
Florida
$175M +$174M +3,098,168 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$170M +$31.5M +561,095 +23%
Osaic Holdings
11
Osaic Holdings
Arizona
$153M +$9.62M +171,319 +7%
RIG
12
RiverFront Investment Group
Virginia
$139M +$7.83M +139,412 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$117M +$19.1M +340,416 +20%
Ameriprise
14
Ameriprise
Minnesota
$114M +$37.7M +671,191 +50%
PAG
15
Private Advisor Group
New Jersey
$106M +$45.6M +811,640 +76%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$84.9M +$9.24M +164,679 +12%
RCM
17
Requisite Capital Management
Texas
$61.5M -$1.26M -22,426 -2%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$59.7M +$21M +374,285 +55%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$58.9M +$34.2M +609,864 +140%
MML Investors Services
20
MML Investors Services
Massachusetts
$57.5M +$13.3M +236,556 +30%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$54.9M +$2.51M +44,685 +5%
HCM
22
Hilton Capital Management
New York
$52.2M -$6.87M -122,356 -12%
CAI
23
Capital Advisors Inc
Oklahoma
$49.2M +$3.44M +61,238 +8%
HighTower Advisors
24
HighTower Advisors
Illinois
$44.9M +$4.89M +87,131 +12%
Stifel Financial
25
Stifel Financial
Missouri
$44.9M +$6.1M +108,737 +16%

JEPQ Hedge Fund Activity: Q4 2024 in Review

754 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for Q4 2024, worth a combined $8.75B — up 38% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new JEPQ positions and 28 closed out — a net gain of 153 holders — while 399 added to existing stakes and 121 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $158M. The largest seller was International Assets Investment Management, cutting an estimated $169M.

  • 754 institutional investors held JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as of Q4 2024, up from 612 in Q3 2024.
  • Funds reported $8.75B of JPMorgan Nasdaq Equity Premium Income ETF stock for Q4 2024, up 38% quarter-over-quarter.
  • 181 funds opened new JPMorgan Nasdaq Equity Premium Income ETF positions in Q4 2024 and 28 closed out, a net change of +153 holders.
  • The largest JPMorgan Nasdaq Equity Premium Income ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $158M added.
  • The largest JPMorgan Nasdaq Equity Premium Income ETF seller in Q4 2024 was International Assets Investment Management, an estimated $169M sold.

Based on aggregated 13F filings for Q4 2024.