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JPMorgan Equity Premium Income ETF

1,274 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, 659 increasing their positions, 408 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 (+$226M)

1.2% less ownership

Funds ownership: 45.52%44.32% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 156140 (-16)

Holders
1,274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
140
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
RA
301
RFG Advisory
Alabama
$5.91M
ABWM
302
Alpine Bank Wealth Management
Colorado
$5.9M
BAG
303
Bridgewealth Advisory Group
California
$5.84M
EFS
304
Essex Financial Services
Connecticut
$5.84M
VWM
305
Vivid Wealth Management
Iowa
$5.82M
Corient Private Wealth
306
Corient Private Wealth
Florida
$5.82M
CF
307
Centaurus Financial
California
$5.74M
SHF
308
Safe Harbor Fiduciary
Florida
$5.7M
MAM
309
Milestone Asset Management
Pennsylvania
$5.7M
CWG
310
Cornerstone Wealth Group
North Carolina
$5.63M
EWM
311
Evermay Wealth Management
Virginia
$5.62M
NFG
312
Nations Financial Group
Iowa
$5.5M
GMFG
313
Greater Midwest Financial Group
Minnesota
$5.45M
DC
314
DeDora Capital
California
$5.43M
CA
315
Continuum Advisory
Idaho
$5.43M
ZI
316
ZEGA Investments
Florida
$5.42M
SO
317
Sierra Ocean
California
$5.37M
KFP
318
KMG Fiduciary Partners
Ohio
$5.36M
FA
319
Flagstar Advisors
New York
$5.35M
UIA
320
Ulland Investment Advisors
Minnesota
$5.33M
AQR Capital Management
321
AQR Capital Management
Connecticut
$5.31M
PCTC
322
Perkins Coie Trust Company
Washington
$5.3M
USCWA
323
U.S. Capital Wealth Advisors
Texas
$5.25M
FTS
324
Fifth Third Securities
Ohio
$5.2M
TCMP
325
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.19M