JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
204 hedge funds and large institutions have $722M invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 99 increasing their positions, 21 reducing their positions, and 12 closing their positions.
517% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 12
371% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 21
44% more funds holding in top 10
Funds holding in top 10: 9 → 13 (+4)
44% more funds holding
Funds holding: 142 → 204 (+62)
5.06% less ownership
Funds ownership: 42.42% → 37.36% (-5.1%)
23% less capital invested
Capital invested by funds: $936M → $722M (-$214M)
69% less call options, than puts
Call options by funds: $154K | Put options by funds: $502K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$48M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.1M |
| 3 |
LJCM
Lee Johnson Capital Management
Fort Worth,
Texas
|
+$23.6M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$19.7M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$10.2M |
| 2 |
Jane Street
New York
|
-$8.76M |
| 3 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$5.21M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.51M |
| 5 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$1.11M |
JEPQ Hedge Fund Activity: Q1 2023 in Review
204 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for Q1 2023, worth a combined $722M — down 23% from $936M a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new JEPQ positions and 12 closed out — a net gain of 62 holders — while 99 added to existing stakes and 21 trimmed.
The largest buyer was LPL Financial, adding an estimated $48M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $10.2M.
- 204 institutional investors held JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as of Q1 2023, up from 142 in Q4 2022.
- Funds reported $722M of JPMorgan Nasdaq Equity Premium Income ETF stock for Q1 2023, down 23% quarter-over-quarter.
- 74 funds opened new JPMorgan Nasdaq Equity Premium Income ETF positions in Q1 2023 and 12 closed out, a net change of +62 holders.
- The largest JPMorgan Nasdaq Equity Premium Income ETF buyer in Q1 2023 was LPL Financial, an estimated $48M added.
- The largest JPMorgan Nasdaq Equity Premium Income ETF seller in Q1 2023 was Prime Capital Investment Advisors, an estimated $10.2M sold.
Based on aggregated 13F filings for Q1 2023.