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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
ABWM
301
Alpine Bank Wealth Management
Colorado
$5.9M
BAG
302
Bridgewealth Advisory Group
California
$5.84M
EFS
303
Essex Financial Services
Connecticut
$5.84M
VWM
304
Vivid Wealth Management
Iowa
$5.82M
Corient Private Wealth
305
Corient Private Wealth
Florida
$5.82M
CF
306
Centaurus Financial
California
$5.74M
SHF
307
Safe Harbor Fiduciary
Florida
$5.7M
MAM
308
Milestone Asset Management
Pennsylvania
$5.7M
CWG
309
Cornerstone Wealth Group
North Carolina
$5.63M
EWM
310
Evermay Wealth Management
Virginia
$5.62M
NFG
311
Nations Financial Group
Iowa
$5.5M
GMFG
312
Greater Midwest Financial Group
Minnesota
$5.45M
DC
313
DeDora Capital
California
$5.43M
CA
314
Continuum Advisory
Idaho
$5.43M
ZI
315
ZEGA Investments
Florida
$5.42M
SO
316
Sierra Ocean
California
$5.37M
KFP
317
KMG Fiduciary Partners
Ohio
$5.36M
FA
318
Flagstar Advisors
New York
$5.35M
UIA
319
Ulland Investment Advisors
Minnesota
$5.33M
AQR Capital Management
320
AQR Capital Management
Connecticut
$5.31M
PCTC
321
Perkins Coie Trust Company
Washington
$5.3M
USCWA
322
U.S. Capital Wealth Advisors
Texas
$5.25M
FTS
323
Fifth Third Securities
Ohio
$5.2M
TCMP
324
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.19M
PCM
325
Prelude Capital Management
New York
$5.12M