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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
AWM
276
Aprio Wealth Management
Georgia
$6.89M
BEI
277
Benjamin Edwards Inc
Missouri
$6.88M
TPW
278
Turn8 Private Wealth
$6.79M
IIA
279
Integrity Investment Advisors
Colorado
$6.77M
SWP
280
Strategic Wealth Partners
Ohio
$6.75M
SFG
281
Stonebridge Financial Group
Pennsylvania
$6.73M
SB
282
Strategic Blueprint
Georgia
$6.7M
LWA
283
Lowe Wealth Advisors
Maryland
$6.58M
4WM
284
49 Wealth Management
Texas
$6.57M
RFS
285
Retirement Financial Solutions
Tennessee
$6.44M
CFSG
286
Community Financial Services Group
Vermont
$6.44M
PIWA
287
Prevail Innovative Wealth Advisors
Kansas
$6.43M
PWP
288
Principle Wealth Partners
Connecticut
$6.35M
GAA
289
Global Assets Advisory
Florida
$6.33M
IAS
290
Insigneo Advisory Services
Florida
$6.33M
SAA
291
Southeast Asset Advisors
Georgia
$6.3M
PWM
292
Pinnacle Wealth Management
California
$6.28M
PPWM
293
Perissos Private Wealth Management
Oklahoma
$6.2M
KIG
294
Kennedy Investment Group
New Jersey
$6.18M
OPAM
295
Ocean Park Asset Management
California
$6.06M
CAWM
296
Capital Advisors Wealth Management
Washington
$6.03M
CFA
297
Cahill Financial Advisors
Minnesota
$5.96M
SFS
298
Sowell Financial Services
Arkansas
$5.95M
AIC
299
Archer Investment Corporation
Indiana
$5.94M
RA
300
RFG Advisory
Alabama
$5.91M