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JPMorgan Equity Premium Income ETF

1,272 hedge funds and large institutions have $17.8B invested in JPMorgan Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 648 increasing their positions, 416 reducing their positions, and 79 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: $

less funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$322M)

1.33% less ownership

Funds ownership: 44.31%42.99% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 139122 (-17)

Holders
1,272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
122
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.1M
Puts
$35.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MS
251
Madden Securities
Texas
$7.51M
V
252
VeraBank
Texas
$7.44M
CB
253
Cadence Bank
Mississippi
$7.43M
MC
254
Moors & Cabot
Massachusetts
$7.42M
SWP
255
Strategic Wealth Partners
Ohio
$7.36M
BEI
256
Benjamin Edwards Inc
Missouri
$7.27M
CF
257
Centaurus Financial
California
$7.27M
GAA
258
Global Assets Advisory
Florida
$7.23M
QC
259
Quadrature Capital
United Kingdom
$7.22M
SIAP
260
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.21M
FTS
261
Fifth Third Securities
Ohio
$7.19M
HAIM
262
Hunter Associates Investment Management
Pennsylvania
$7.12M
LSPW
263
Lake Street Private Wealth
Illinois
$7.07M
SFG
264
Stonebridge Financial Group
Pennsylvania
$7.04M
SCA
265
Scott Capital Advisors
Oregon
$7.04M
AWM
266
Aprio Wealth Management
Georgia
$6.98M
FA
267
Financial Alternatives
California
$6.96M
VAM
268
Vienna Asset Management
California
$6.95M
PIWA
269
Prevail Innovative Wealth Advisors
Kansas
$6.89M
MAM
270
Milestone Asset Management
Pennsylvania
$6.84M
TPW
271
Turn8 Private Wealth
$6.83M
DC
272
DeDora Capital
California
$6.74M
CA
273
Continuum Advisory
Idaho
$6.68M
HWA
274
Heritage Wealth Architects
Minnesota
$6.64M
CFSG
275
Community Financial Services Group
Vermont
$6.63M