JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
508 hedge funds and large institutions have $4.64B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 284 increasing their positions, 82 reducing their positions, and 25 closing their positions.
340% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 25
246% more repeat investments, than reductions
Existing positions increased: 284 | Existing positions reduced: 82
40% more capital invested
Capital invested by funds: $3.31B → $4.64B (+$1.33B)
27% more funds holding in top 10
Funds holding in top 10: 30 → 38 (+8)
19% more funds holding
Funds holding: 426 → 508 (+82)
0.12% more ownership
Funds ownership: 39.44% → 39.57% (+0.12%)
29% less call options, than puts
Call options by funds: $3.49M | Put options by funds: $4.91M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$193M |
| 2 |
MW
Marks Wealth
Annapolis,
Maryland
|
+$113M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$112M |
| 4 |
JP Morgan Chase
New York
|
+$82.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$69.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCPC
Hamilton Capital Partners (Canada)
Toronto,
|
-$28.3M |
| 2 |
LJCM
Lee Johnson Capital Management
Fort Worth,
Texas
|
-$27.7M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$22.8M |
| 4 |
NYLIM
New York Life Investment Management
New York
|
-$17.1M |
| 5 |
GMFG
Greater Midwest Financial Group
St. Paul,
Minnesota
|
-$9.02M |
JEPQ Hedge Fund Activity: Q1 2024 in Review
508 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for Q1 2024, worth a combined $4.64B — up 40% from $3.31B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new JEPQ positions and 25 closed out — a net gain of 85 holders — while 284 added to existing stakes and 82 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $193M. The largest seller was Hamilton Capital Partners (Canada), exiting entirely with an estimated $28.3M sold.
- 508 institutional investors held JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as of Q1 2024, up from 426 in Q4 2023.
- Funds reported $4.64B of JPMorgan Nasdaq Equity Premium Income ETF stock for Q1 2024, up 40% quarter-over-quarter.
- 110 funds opened new JPMorgan Nasdaq Equity Premium Income ETF positions in Q1 2024 and 25 closed out, a net change of +85 holders.
- The largest JPMorgan Nasdaq Equity Premium Income ETF buyer in Q1 2024 was Morgan Stanley, an estimated $193M added.
- The largest JPMorgan Nasdaq Equity Premium Income ETF seller in Q1 2024 was Hamilton Capital Partners (Canada), an estimated $28.3M sold.
Based on aggregated 13F filings for Q1 2024.