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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 %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.22B 21,638 +975 +5%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.14B 20,256,020 +2,805,860 +16%
Morgan Stanley
3
Morgan Stanley
New York
$939M 16,646,097 +1,835,963 +12%
LPL Financial
4
LPL Financial
California
$503M 8,914,358 +860,019 +11%
Bank of America
5
Bank of America
North Carolina
$446M 7,910,038 +1,085,222 +16%
Wells Fargo
6
Wells Fargo
California
$321M 5,695,705 +498,270 +10%
UBS Group
7
UBS Group
Switzerland
$209M 3,699,651 +122,335 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$183M 3,241,092 +8,393 +0.3%
Raymond James Financial
9
Raymond James Financial
Florida
$175M 3,098,168 +3,098,168 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$170M 3,013,607 +561,095 +23%
Osaic Holdings
11
Osaic Holdings
Arizona
$153M 2,705,679 +171,319 +7%
RIG
12
RiverFront Investment Group
Virginia
$139M 2,472,046 +139,412 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$117M 2,075,752 +340,416 +20%
Ameriprise
14
Ameriprise
Minnesota
$114M 2,018,272 +671,191 +50%
PAG
15
Private Advisor Group
New Jersey
$106M 1,877,026 +811,640 +76%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$84.9M 1,505,562 +164,679 +12%
RCM
17
Requisite Capital Management
Texas
$61.5M 1,081,911 -22,426 -2%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$59.7M 1,059,209 +374,285 +55%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$58.9M 1,044,682 +609,864 +140%
MML Investors Services
20
MML Investors Services
Massachusetts
$57.5M 1,019,870 +236,556 +30%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$54.9M 974,244 +44,685 +5%
HCM
22
Hilton Capital Management
New York
$52.2M 926,687 -122,356 -12%
CAI
23
Capital Advisors Inc
Oklahoma
$49.2M 872,987 +61,238 +8%
HighTower Advisors
24
HighTower Advisors
Illinois
$44.9M 796,395 +87,131 +12%
Stifel Financial
25
Stifel Financial
Missouri
$44.9M 796,370 +108,737 +16%
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