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JPMorgan Equity Premium Income ETF

1,077 hedge funds and large institutions have $14.9B invested in JPMorgan Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 583 increasing their positions, 299 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

2.05% less ownership

Funds ownership: 46.6%44.55% (-2%)

10% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $17.9M

15% less funds holding in top 10

Funds holding in top 10: 142120 (-22)

Holders
1,077
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
120
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.1M
Puts
$17.9M
Net Calls
Net Calls Change

Top Buyers

1 +$88.4M
2 +$59.8M
3 +$58.4M
4
Morgan Stanley
Morgan Stanley
New York
+$56.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
676
$823K
677
$822K
678
$817K
679
$815K
680
$809K
681
$808K
682
$807K
683
$804K
684
$795K
685
$793K
686
$790K
687
$788K
688
$786K
689
$786K
690
$784K
691
$784K
692
$780K
693
$779K
694
$778K
695
$776K
696
$776K
697
$771K
698
$760K
699
$759K
700
$753K