JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
330 hedge funds and large institutions have $2.09B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 182 increasing their positions, 50 reducing their positions, and 19 closing their positions.
321% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 19
264% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 50
42% more capital invested
Capital invested by funds: $1.48B → $2.09B (+$616M)
22% more funds holding
Funds holding: 271 → 330 (+59)
10% more funds holding in top 10
Funds holding in top 10: 20 → 22 (+2)
1.77% less ownership
Funds ownership: 39.62% → 37.85% (-1.8%)
75% less call options, than puts
Call options by funds: $1.02M | Put options by funds: $4.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$263M |
| 2 |
Morgan Stanley
New York
|
+$98.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$68.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$47.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$42.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$44.6M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$19.2M |
| 3 |
RCA
Reitz Capital Advisors
Freeland,
Michigan
|
-$16M |
| 4 |
Jane Street
New York
|
-$15M |
| 5 |
Renaissance Technologies
New York
|
-$11.3M |
JEPQ Hedge Fund Activity: Q3 2023 in Review
330 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for Q3 2023, worth a combined $2.09B — up 42% from $1.48B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new JEPQ positions and 19 closed out — a net gain of 61 holders — while 182 added to existing stakes and 50 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $263M. The largest seller was Hilton Capital Management, exiting entirely with an estimated $44.6M sold.
- 330 institutional investors held JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as of Q3 2023, up from 271 in Q2 2023.
- Funds reported $2.09B of JPMorgan Nasdaq Equity Premium Income ETF stock for Q3 2023, up 42% quarter-over-quarter.
- 80 funds opened new JPMorgan Nasdaq Equity Premium Income ETF positions in Q3 2023 and 19 closed out, a net change of +61 holders.
- The largest JPMorgan Nasdaq Equity Premium Income ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $263M added.
- The largest JPMorgan Nasdaq Equity Premium Income ETF seller in Q3 2023 was Hilton Capital Management, an estimated $44.6M sold.
Based on aggregated 13F filings for Q3 2023.