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JPMorgan Equity Premium Income ETF
JEPI
JEPI
1,079 hedge funds and large institutions have $15B invested in JPMorgan Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 584 increasing their positions, 299 reducing their positions, and 66 closing their positions.
New
Increased
Maintained
Reduced
Closed
95% more repeat investments, than reductions
Existing positions increased: 584 | Existing positions reduced: 299
77% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 66
3% more funds holding
Funds holding: 1,048 → 1,079 (+31)
3% less capital invested
Capital invested by funds: $15.5B → $15B (-$512M)
2.04% less ownership
Funds ownership: 46.63% → 44.59% (-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: 142 → 120 (-22)
Holders
1,079
Holders Change
+31
Holders Change %
+2.96%
% of All Funds
15.58%
Holding in Top 10
120
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-15.49%
% of All Funds
1.73%
New
117
Increased
584
Reduced
299
Closed
66
Calls
$16.1M
Puts
$17.9M
Net Calls
-$1.86M
Net Calls Change
+$3.66M
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$88.4M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$59.8M |
| 3 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$58.4M |
| 4 |
Morgan Stanley
New York
|
+$56.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$30.5M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$180M |
| 2 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$108M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$58.6M |
| 4 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$49.5M |
| 5 |
MW
Marks Wealth
Annapolis,
Maryland
|
-$41.9M |
