Sheets Smith Investment Management acquired 83,771 shares of JEPQ, valued at $4.56 million, representing a 4.0% increase in assets under management. JEPQ is now the fund’s second-largest holding. Shares were priced at $57.32, showing a 6.0% one-year total return and a 10.4% dividend yield. The fund reported $113.90 million in 13F assets as of June 30, 2025.

JEPQ is a large-scale ETF focused on income generation, with a market capitalization of $31.11 billion. It utilizes an active options-based strategy to enhance yield and maintain exposure to Nasdaq-100 equities. The fund’s portfolio reflects the Nasdaq-100 benchmark, generating additional income from option premiums and is structured as a non-diversified ETF.

Sheets Smith’s investment in JEPQ reflects a growing interest in income-focused equity exposure. JEPQ offers a double-digit yield, blending Nasdaq-100 stocks with an options overlay to convert volatility into cash flow. This strategy appeals to investors seeking steady returns over full market participation. JEPQ’s consistent cash flow and blend of equity exposure make it attractive in a volatile market environment.

Read more at Nasdaq: Smart Money Turns to JEPQ for Income and Calm in a Volatile Market