JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
271 hedge funds and large institutions have $1.48B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 151 increasing their positions, 26 reducing their positions, and 17 closing their positions.
481% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 26
388% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 17
82% more capital invested
Capital invested by funds: $811M → $1.48B (+$666M)
43% more funds holding in top 10
Funds holding in top 10: 14 → 20 (+6)
32% more funds holding
Funds holding: 205 → 271 (+66)
0.89% less ownership
Funds ownership: 40.51% → 39.62% (-0.89%)
82% less call options, than puts
Call options by funds: $339K | Put options by funds: $1.89M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$43.5M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$42.9M |
| 3 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$42.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$38.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$34.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$7.46M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$4.33M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$3.71M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.24M |
| 5 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$2.66M |
JEPQ Hedge Fund Activity: Q2 2023 in Review
271 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for Q2 2023, worth a combined $1.48B — up 82% from $811M a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new JEPQ positions and 17 closed out — a net gain of 66 holders — while 151 added to existing stakes and 26 trimmed.
The largest buyer was New York Life Investment Management, opening a new position worth an estimated $43.5M. The largest seller was Kestra Advisory Services, cutting an estimated $7.46M.
- 271 institutional investors held JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as of Q2 2023, up from 205 in Q1 2023.
- Funds reported $1.48B of JPMorgan Nasdaq Equity Premium Income ETF stock for Q2 2023, up 82% quarter-over-quarter.
- 83 funds opened new JPMorgan Nasdaq Equity Premium Income ETF positions in Q2 2023 and 17 closed out, a net change of +66 holders.
- The largest JPMorgan Nasdaq Equity Premium Income ETF buyer in Q2 2023 was New York Life Investment Management, an estimated $43.5M added.
- The largest JPMorgan Nasdaq Equity Premium Income ETF seller in Q2 2023 was Kestra Advisory Services, an estimated $7.46M sold.
Based on aggregated 13F filings for Q2 2023.