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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
801
$397K
802
$393K
803
$386K
804
$385K
805
$384K
806
$383K
807
$382K
808
$382K
809
$382K
810
$380K
811
$376K
812
$375K
813
$374K
814
$374K
815
$371K
816
$371K
817
$364K
818
$362K
819
$360K
820
$360K
821
$359K
822
$358K
823
$357K
824
$356K
825
$354K