JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
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.
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: 34 → 47 (+13)
23% more funds holding
Funds holding: 612 → 754 (+142)
2.11% less ownership
Funds ownership: 38.8% → 36.69% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$158M |
| 2 |
Morgan Stanley
New York
|
+$103M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$60.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$48.3M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$45.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$169M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$31.6M |
| 3 |
SFG
Socha Financial Group
Corning,
New York
|
-$19M |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$18M |
| 5 |
DIM
Delta Investment Management
San Francisco,
California
|
-$16.4M |
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.