JPMorgan’s JEPQ Leads Synthetic Income Inflows as Equity Strategies Dominate

Share

Weekly Channel Summary

The Synthetic Income channel encompasses 410 ETFs from 75 issuers, with total assets under management reaching $211.60 billion. Investors added a net $1.79 billion to the channel over the past week, continuing a strong positive trend. This brings year-to-date net inflows to $48.78 billion and one-year net inflows to an impressive $74.78 billion.

This Week’s Performance Leaders and Laggards

Equity strategies led performance across the Synthetic Income channel, posting a 0.76% gain for the week. On the other end of the spectrum, Crypto-focused funds were the weakest performers, declining by 1.32%. This weekly result aligns with longer-term trends, as Equity funds have gained 7.51% year-to-date while Crypto funds have fallen by 26.44% over the same period.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Equity 0.76% -0.94% 2.47% 5.18% 7.51% 16.27%
Multi-Asset 0.35% -1.11% 1.74% 3.70% 4.84% 14.99%
Commodity -0.10% 2.02% -11.21% -6.72% -0.74% 19.15%
Fixed Income -0.27% -1.42% -0.36% 0.61% 0.94% 4.63%
Single Stock -0.36% -2.23% -4.15% 0.53% 0.53% 6.90%
Crypto -1.32% 7.64% -16.56% -23.14% -26.44% -42.19%

Top & Bottom 5 ETFs by Weekly Performance

The FT Vest Dow Jones Internet & Target Income ETF (FDND) was the top-performing fund this week, delivering a strong 5.73% return. Close behind was the State Street Consumer Discretionary Select Sector SPDR Premium Income ETF (XLYI), which gained 5.50%. Conversely, the Defiance Oil Enhanced Options Income ETF (USOY) experienced the largest decline, falling 4.17% for the week.

Ticker Fund Name WTD Performance
Top Performers
FDND FT Vest Dow Jones Internet & Target Income ETF 5.73%
XLYI State Street Consumer Discretionary Select Sector SPDR Premium Income ETF 5.50%
ACKY VistaShares Target 15 ACKtivist Distribution ETF 5.17%
YMAG YieldMax Magnificent 7 Fund of Option Income ETFs 3.79%
MAGY Roundhill Magnificent Seven Covered Call ETF 3.64%
Bottom Performers
USOY Defiance Oil Enhanced Options Income ETF -4.17%
MAXI Simplify Bitcoin Strategy ETF -3.89%
XLUI State Street Utilities Select Sector SPDR Premium Income ETF -3.64%
BLOX Nicholas Crypto Income ETF -3.43%
CHPY YieldMax Semiconductor Portfolio Option Income ETF -3.30%

Analyzing the Weekly Flows

Investors allocated a net $1.79 billion into the Synthetic Income channel this week, with all categories experiencing positive flows. Equity-focused funds overwhelmingly led the way, attracting nearly all of the new capital with $1.69 billion in net inflows. The remaining categories, including Fixed Income and Single Stock funds, saw modest net creations, collecting $61 million and $15 million, respectively.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Equity 223 $194.24B $1,686M $8,623M $20,169M $44,409M $63,411M
Fixed Income 25 $5.90B $61M $305M $683M $1,399M $2,352M
Single Stock 117 $7.03B $15M $403M $1,200M $767M $5,033M
Commodity 16 $2.22B $12M $72M $380M $1,033M $1,666M
Crypto 23 $1.73B $11M $81M $418M $914M $2,037M
Multi-Asset 6 $476M $1M $33M $44M $261M $276M

Top & Bottom 5 ETFs by 5-Day Flow

The JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) was the clear favorite among investors, pulling in $534 million in fresh capital. On the other hand, the Roundhill AMD WeeklyPay ETF (AMDW) saw the largest redemptions, with net outflows totaling $79 million. The Global X NASDAQ 100 Covered Call ETF (QYLD) also experienced significant withdrawals, shedding $30 million over the course of the week.

Ticker Fund Name 5-Day Flow
Inflows
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $534M
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF $138M
GPIX Goldman Sachs S&P 500 Premium Income ETF $134M
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $127M
SPYI NEOS S&P 500 High Income ETF $126M
Outflows
AMDW Roundhill AMD WeeklyPay ETF -$79M
QYLD Global X NASDAQ 100 Covered Call ETF -$30M
ULTY YieldMax Ultra Option Income Strategy ETF -$18M
AAPW Roundhill AAPL WeeklyPay ETF -$18M
QQQI NEOS Nasdaq 100 High Income ETF -$14M

Issuer League Table Update

JPMorgan maintains its dominant position in the Synthetic Income space, commanding a 40.75% market share, followed by Neos with 14.77%. Reinforcing its leadership, JPMorgan also led all issuers in asset gathering this week, attracting $649 million in net inflows. In contrast, Roundhill experienced the largest net outflows among issuers, with investors pulling a net $59 million from its funds.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
JPMorgan 5 $86.23B 40.75%
Neos 18 $31.26B 14.77%
Global X 17 $13.20B 6.24%
Goldman Sachs 2 $10.14B 4.79%
FT Vest 18 $10.01B 4.73%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
JPMorgan $649M
Goldman Sachs $262M
FT Vest $209M
Outflows
Roundhill -$59M
Global X -$25M
Summit Global Investments -$11M

For a deeper dive into these trends, access our FREE, in-depth Synthetic Income ETF reports in the right side panel of this page.

Disclosures

This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.

This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.