JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
90 hedge funds and large institutions have $240M invested in JPMorgan Nasdaq Equity Premium Income ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 21 increasing their positions, 1 reducing their positions, and 3 closing their positions.
2,100% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 3
2,000% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 1
258% more capital invested
Capital invested by funds: $67M → $240M (+$173M)
233% more funds holding
Funds holding: 27 → 90 (+63)
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
25.63% less ownership
Funds ownership: 83.78% → 58.15% (-26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$44.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.8M |
| 3 |
RCM
Requisite Capital Management
Dallas,
Texas
|
+$19.1M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$15.6M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$22.9M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$521K |
| 3 |
CWAF
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
-$42.6K |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$1K |
JEPQ Hedge Fund Activity: Q3 2022 in Review
90 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for Q3 2022, worth a combined $240M — up 258% from $67M a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new JEPQ positions and 3 closed out — a net gain of 63 holders — while 21 added to existing stakes and 1 trimmed.
The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $44.8M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $22.9M sold.
- 90 institutional investors held JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as of Q3 2022, up from 27 in Q2 2022.
- Funds reported $240M of JPMorgan Nasdaq Equity Premium Income ETF stock for Q3 2022, up 258% quarter-over-quarter.
- 66 funds opened new JPMorgan Nasdaq Equity Premium Income ETF positions in Q3 2022 and 3 closed out, a net change of +63 holders.
- The largest JPMorgan Nasdaq Equity Premium Income ETF buyer in Q3 2022 was RiverFront Investment Group, an estimated $44.8M added.
- The largest JPMorgan Nasdaq Equity Premium Income ETF seller in Q3 2022 was JP Morgan Chase, an estimated $22.9M sold.
Based on aggregated 13F filings for Q3 2022.