JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
581 hedge funds and large institutions have $5.84B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 346 increasing their positions, 87 reducing their positions, and 24 closing their positions.
354% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 24
298% more repeat investments, than reductions
Existing positions increased: 346 | Existing positions reduced: 87
26% more capital invested
Capital invested by funds: $4.64B → $5.84B (+$1.2B)
14% more funds holding
Funds holding: 508 → 581 (+73)
12% more call options, than puts
Call options by funds: $4.47M | Put options by funds: $4.01M
0.49% less ownership
Funds ownership: 39.57% → 39.08% (-0.49%)
11% less funds holding in top 10
Funds holding in top 10: 38 → 34 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$344M |
| 2 |
Morgan Stanley
New York
|
+$128M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$71.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$59.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$54.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MW
Marks Wealth
Annapolis,
Maryland
|
-$30M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
-$25.1M |
| 3 |
LJCM
Lee Johnson Capital Management
Fort Worth,
Texas
|
-$14.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.6M |
| 5 |
Jane Street
New York
|
-$11.1M |
JEPQ Hedge Fund Activity: Q2 2024 in Review
581 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for Q2 2024, worth a combined $5.84B — up 26% from $4.64B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new JEPQ positions and 24 closed out — a net gain of 85 holders — while 346 added to existing stakes and 87 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $344M. The largest seller was Marks Wealth, cutting an estimated $30M.
- 581 institutional investors held JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as of Q2 2024, up from 508 in Q1 2024.
- Funds reported $5.84B of JPMorgan Nasdaq Equity Premium Income ETF stock for Q2 2024, up 26% quarter-over-quarter.
- 109 funds opened new JPMorgan Nasdaq Equity Premium Income ETF positions in Q2 2024 and 24 closed out, a net change of +85 holders.
- The largest JPMorgan Nasdaq Equity Premium Income ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $344M added.
- The largest JPMorgan Nasdaq Equity Premium Income ETF seller in Q2 2024 was Marks Wealth, an estimated $30M sold.
Based on aggregated 13F filings for Q2 2024.