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JPMorgan Equity Premium Income ETF

1,270 hedge funds and large institutions have $18.1B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 656 increasing their positions, 407 reducing their positions, and 77 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 call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $17.9B → $18.1B (+$222M)

1.21% less ownership

Funds ownership: 45.4%44.2% (-1.2%)

11% less funds holding in top 10

Funds holding in top 10: 155138 (-17)

Holders
1,270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
138
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$47.7M
Puts
$34.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KF
226
Krilogy Financial
Missouri
$9.32M
RCA
227
Resonant Capital Advisors
Wisconsin
$9.31M
PFGIA
228
Patriot Financial Group Insurance Agency
Massachusetts
$9.29M
TWC
229
TD Waterhouse Canada
Ontario, Canada
$9.25M
RDFA
230
Ritter Daniher Financial Advisory
Ohio
$9.24M
NRI
231
NFP Retirement Inc
California
$9.15M
CG
232
CFO4Life Group
Texas
$9.07M
PCFFS
233
Pacific Center for Financial Services
California
$9.03M
SAW
234
Signal Advisors Wealth
Michigan
$9.02M
SWM
235
Spire Wealth Management
Virginia
$8.96M
CIAS
236
Capital Investment Advisory Services
North Carolina
$8.79M
BAAM
237
Baker Avenue Asset Management
California
$8.78M
FWM
238
Foguth Wealth Management
Michigan
$8.76M
MTWM
239
Masso Torrence Wealth Management
New Jersey
$8.62M
CIA
240
Concurrent Investment Advisors
Florida
$8.59M
SW
241
SMART Wealth
Nebraska
$8.49M
SW
242
StrongBox Wealth
Missouri
$8.46M
Koshinski Asset Management
243
Koshinski Asset Management
Illinois
$8.38M
SWM
244
Selective Wealth Management
Virginia
$8.36M
MF
245
Montis Financial
Massachusetts
$8.28M
WCP
246
Wick Capital Partners
Pennsylvania
$8.2M
SWM
247
SeaCrest Wealth Management
New York
$8.18M
FPAS
248
Focus Partners Advisor Solutions
Missouri
$8.16M
EIA
249
Edgemoor Investment Advisors
Maryland
$8.13M
SG
250
StoneX Group
New York
$8.08M