JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
612 hedge funds and large institutions have $6.33B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 350 increasing their positions, 134 reducing their positions, and 42 closing their positions.
161% more repeat investments, than reductions
Existing positions increased: 350 | Existing positions reduced: 134
88% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 42
8% more capital invested
Capital invested by funds: $5.84B → $6.33B (+$493M)
5% more funds holding
Funds holding: 581 → 612 (+31)
9% more call options, than puts
Call options by funds: $15.1M | Put options by funds: $13.8M
0% more funds holding in top 10
Funds holding in top 10: 34 → 34 (0)
0.63% less ownership
Funds ownership: 39.43% → 38.8% (-0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$162M |
| 2 |
Morgan Stanley
New York
|
+$116M |
| 3 |
JP Morgan Chase
New York
|
+$55.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$54.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$44.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MW
Marks Wealth
Annapolis,
Maryland
|
-$84.6M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$49.1M |
| 3 |
Jane Street
New York
|
-$22.7M |
| 4 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$20.9M |
| 5 |
ACM
Advance Capital Management
Southfield,
Michigan
|
-$12.2M |
JEPQ Hedge Fund Activity: Q3 2024 in Review
612 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for Q3 2024, worth a combined $6.33B — up 8.4% from $5.84B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new JEPQ positions and 42 closed out — a net gain of 37 holders — while 350 added to existing stakes and 134 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $162M. The largest seller was Marks Wealth, cutting an estimated $84.6M.
- 612 institutional investors held JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as of Q3 2024, up from 581 in Q2 2024.
- Funds reported $6.33B of JPMorgan Nasdaq Equity Premium Income ETF stock for Q3 2024, up 8.4% quarter-over-quarter.
- 79 funds opened new JPMorgan Nasdaq Equity Premium Income ETF positions in Q3 2024 and 42 closed out, a net change of +37 holders.
- The largest JPMorgan Nasdaq Equity Premium Income ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $162M added.
- The largest JPMorgan Nasdaq Equity Premium Income ETF seller in Q3 2024 was Marks Wealth, an estimated $84.6M sold.
Based on aggregated 13F filings for Q3 2024.