JEPI icon

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
1051
$8.79K
1052
$8.5K
1053
$8.28K
1054
$7.88K
1055
$7.83K
1056
$7.31K
1057
$5.67K
1058
$5.41K
1059
$5K
1060
$4.87K
1061
$4.53K
1062
$4.25K
1063
$4.08K
1064
$3.91K
1065
$3.4K
1066
$2.83K
1067
$2.83K
1068
$2.82K
1069
$1.81K
1070
$1.81K
1071
$1.31K
1072
$1.13K
1073
$907
1074
$584
1075
$567