JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
614 hedge funds and large institutions have $6.33B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 351 increasing their positions, 133 reducing their positions, and 42 closing their positions.
206% more capital inflows, than outflows
Capital inflows: $809M | Capital outflows: $264M
164% more repeat investments, than reductions
Existing positions increased: 351 | Existing positions reduced: 133
93% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 42
6% more funds holding
Funds holding: 581 → 614 (+33)
9% more call options, than puts
Call options by funds: $15.1M | Put options by funds: $13.8M
0% more funds holding in top 10
Funds holding in top 10: 34 → 34 (0)
1.27% less ownership
Funds ownership: 39.08% → 37.81% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$116M |
| 2 |
JP Morgan Chase
New York
|
+$55.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$54.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$44.9M |
| 5 |
American Trust
Lexington,
Kentucky
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marks Wealth
Annapolis,
Maryland
|
-$84.6M |
| 2 |
Jane Street
New York
|
-$22.7M |
| 3 |
Ocean Park Asset Management
Santa Monica,
California
|
-$20.9M |
| 4 |
Advance Capital Management
Southfield,
Michigan
|
-$12.2M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$11.3M |
JEPQ Hedge Fund Activity: Q3 2024 in Review
614 of the 6,989 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for Q3 2024, worth a combined $6.33B — up 8.5% from $5.84B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new JEPQ positions and 42 closed out — a net gain of 39 holders — while 351 added to existing stakes and 133 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $116M. The largest seller was Marks Wealth, cutting an estimated $84.6M.
- 614 institutional investors held JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as of Q3 2024, up from 581 in Q2 2024.
- Funds reported $6.33B of JPMorgan Nasdaq Equity Premium Income ETF stock for Q3 2024, up 8.5% quarter-over-quarter.
- 81 funds opened new JPMorgan Nasdaq Equity Premium Income ETF positions in Q3 2024 and 42 closed out, a net change of +39 holders.
- The largest JPMorgan Nasdaq Equity Premium Income ETF buyer in Q3 2024 was Morgan Stanley, an estimated $116M added.
- The largest JPMorgan Nasdaq Equity Premium Income ETF seller in Q3 2024 was Marks Wealth, an estimated $84.6M sold.
Based on aggregated 13F filings for Q3 2024.