JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
143 hedge funds and large institutions have $383M invested in JPMorgan Nasdaq Equity Premium Income ETF in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 47 increasing their positions, 20 reducing their positions, and 11 closing their positions.
509% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 11
150% more funds holding in top 10
Funds holding in top 10: 4 → 10 (+6)
135% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 20
60% more capital invested
Capital invested by funds: $240M → $383M (+$143M)
59% more funds holding
Funds holding: 90 → 143 (+53)
24% more call options, than puts
Call options by funds: $775K | Put options by funds: $624K
13.68% less ownership
Funds ownership: 58.15% → 44.48% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$33.4M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$33.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$13M |
| 4 |
MS
Madden Securities
Dallas,
Texas
|
+$10.1M |
| 5 |
SHFP
Second Half Financial Partners
Sebring,
Florida
|
+$9.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.58M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$2.39M |
| 4 |
HC
Hourglass Capital
Houston,
Texas
|
-$2.08M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.49M |
JEPQ Hedge Fund Activity: Q4 2022 in Review
143 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for Q4 2022, worth a combined $383M — up 60% from $240M a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new JEPQ positions and 11 closed out — a net gain of 56 holders — while 47 added to existing stakes and 20 trimmed.
The largest buyer was LPL Financial, adding an estimated $33.4M. The largest seller was Envestnet Asset Management, cutting an estimated $18.3M.
- 143 institutional investors held JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as of Q4 2022, up from 90 in Q3 2022.
- Funds reported $383M of JPMorgan Nasdaq Equity Premium Income ETF stock for Q4 2022, up 60% quarter-over-quarter.
- 67 funds opened new JPMorgan Nasdaq Equity Premium Income ETF positions in Q4 2022 and 11 closed out, a net change of +56 holders.
- The largest JPMorgan Nasdaq Equity Premium Income ETF buyer in Q4 2022 was LPL Financial, an estimated $33.4M added.
- The largest JPMorgan Nasdaq Equity Premium Income ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $18.3M sold.
Based on aggregated 13F filings for Q4 2022.