JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
755 hedge funds and large institutions have $7.54B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 401 increasing their positions, 119 reducing their positions, and 28 closing their positions.
550% more first-time investments, than exits
New positions opened: 182 | Existing positions closed: 28
237% more repeat investments, than reductions
Existing positions increased: 401 | Existing positions reduced: 119
74% more call options, than puts
Call options by funds: $18.7M | Put options by funds: $10.8M
38% more funds holding in top 10
Funds holding in top 10: 34 → 47 (+13)
23% more funds holding
Funds holding: 612 → 755 (+143)
19% more capital invested
Capital invested by funds: $6.33B → $7.54B (+$1.2B)
1.11% less ownership
Funds ownership: 37.8% → 36.69% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$158M |
| 2 |
Morgan Stanley
New York
|
+$103M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$60.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$48.3M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$45.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$31.6M |
| 2 |
SFG
Socha Financial Group
Corning,
New York
|
-$19M |
| 3 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$18M |
| 4 |
DIM
Delta Investment Management
San Francisco,
California
|
-$16.4M |
| 5 |
LGA
Lebenthal Global Advisors
Hauppauge,
New York
|
-$11.6M |
JEPQ Hedge Fund Activity: Q4 2024 in Review
755 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for Q4 2024, worth a combined $7.54B — up 19% from $6.33B a quarter earlier.
Buyers outnumbered sellers: 182 funds opened new JEPQ positions and 28 closed out — a net gain of 154 holders — while 401 added to existing stakes and 119 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $158M. The largest seller was Susquehanna International Group, cutting an estimated $31.6M.
- 755 institutional investors held JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as of Q4 2024, up from 612 in Q3 2024.
- Funds reported $7.54B of JPMorgan Nasdaq Equity Premium Income ETF stock for Q4 2024, up 19% quarter-over-quarter.
- 182 funds opened new JPMorgan Nasdaq Equity Premium Income ETF positions in Q4 2024 and 28 closed out, a net change of +154 holders.
- The largest JPMorgan Nasdaq Equity Premium Income ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $158M added.
- The largest JPMorgan Nasdaq Equity Premium Income ETF seller in Q4 2024 was Susquehanna International Group, an estimated $31.6M sold.
Based on aggregated 13F filings for Q4 2024.