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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
CWG
301
Cornerstone Wealth Group
North Carolina
$5.72M
CFA
302
Cahill Financial Advisors
Minnesota
$5.71M
KFP
303
KMG Fiduciary Partners
Ohio
$5.65M
TCMP
304
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.62M
BAAM
305
Baker Avenue Asset Management
California
$5.6M
AssetMark Inc
306
AssetMark Inc
California
$5.56M
SPC
307
Spirepoint Private Client
Florida
$5.54M
T
308
Tableaux
Massachusetts
$5.5M
TGAM
309
TBH Global Asset Management
Tennessee
$5.47M
SM
310
Stonegate Management
Illinois
$5.42M
Corient Private Wealth
311
Corient Private Wealth
Florida
$5.39M
FIA
312
Foundations Investment Advisors
Arizona
$5.28M
EBWM
313
Eagle Bluffs Wealth Management
Missouri
$5.24M
UIA
314
Ulland Investment Advisors
Minnesota
$5.2M
SFWA
315
Summit Financial Wealth Advisors
Louisiana
$5.2M
GAM
316
Gotham Asset Management
New York
$5.19M
2WWM
317
21 West Wealth Management
California
$5.18M
PF
318
Penney Financial
Texas
$5.17M
MWA
319
Merkkuri Wealth Advisors
New York
$5.13M
EWM
320
Evermay Wealth Management
Virginia
$5.07M
FWM
321
Focused Wealth Management
New York
$5.07M
VAM
322
Verity Asset Management
North Carolina
$5.02M
IPAM
323
Investment Partners Asset Management
New Jersey
$5.01M
CDWM
324
Campbell Deegan Wealth Management
Virginia
$4.99M
CA
325
Claro Advisors
Massachusetts
$4.98M