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JPMorgan Equity Premium Income ETF

1,281 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, 653 increasing their positions, 418 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: $

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$307M)

1.29% less ownership

Funds ownership: 44.34%43.05% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 141123 (-18)

Holders
1,281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
123
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
GMFG
301
Greater Midwest Financial Group
Minnesota
$5.72M
CWG
302
Cornerstone Wealth Group
North Carolina
$5.72M
CFA
303
Cahill Financial Advisors
Minnesota
$5.71M
KFP
304
KMG Fiduciary Partners
Ohio
$5.65M
TCMP
305
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.62M
BAAM
306
Baker Avenue Asset Management
California
$5.6M
AssetMark Inc
307
AssetMark Inc
California
$5.56M
SPC
308
Spirepoint Private Client
Florida
$5.54M
T
309
Tableaux
Massachusetts
$5.5M
TGAM
310
TBH Global Asset Management
Tennessee
$5.47M
SM
311
Stonegate Management
Illinois
$5.42M
Corient Private Wealth
312
Corient Private Wealth
Florida
$5.39M
FIA
313
Foundations Investment Advisors
Arizona
$5.28M
EBWM
314
Eagle Bluffs Wealth Management
Missouri
$5.24M
JTF
315
J. Team Financial
Texas
$5.23M
UIA
316
Ulland Investment Advisors
Minnesota
$5.2M
SFWA
317
Summit Financial Wealth Advisors
Louisiana
$5.2M
GAM
318
Gotham Asset Management
New York
$5.19M
2WWM
319
21 West Wealth Management
California
$5.18M
PF
320
Penney Financial
Texas
$5.17M
MWA
321
Merkkuri Wealth Advisors
New York
$5.13M
EWM
322
Evermay Wealth Management
Virginia
$5.07M
FWM
323
Focused Wealth Management
New York
$5.07M
VAM
324
Verity Asset Management
North Carolina
$5.02M
IPAM
325
Investment Partners Asset Management
New Jersey
$5.01M