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JPMorgan Equity Premium Income ETF

1,078 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%44.56% (-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
1,078
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
801
$399K
802
$397K
803
$393K
804
$386K
805
$385K
806
$384K
807
$383K
808
$382K
809
$382K
810
$382K
811
$380K
812
$376K
813
$375K
814
$374K
815
$374K
816
$371K
817
$371K
818
$364K
819
$362K
820
$360K
821
$360K
822
$359K
823
$358K
824
$357K
825
$356K