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JPMorgan Equity Premium Income ETF

1,257 hedge funds and large institutions have $17.7B invested in JPMorgan Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 641 increasing their positions, 412 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
120
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
TNB
326
Thomasville National Bank
Georgia
$4.93M
AAS
327
Asset Allocation Strategies
Michigan
$4.9M
WF
328
WinCap Financial
Massachusetts
$4.88M
FA
329
Flagstar Advisors
New York
$4.87M
SWP
330
Stratos Wealth Partners
Ohio
$4.86M
RA
331
RFG Advisory
Alabama
$4.85M
ACM
332
Allred Capital Management
Texas
$4.81M
ORC
333
O'Rourke & Company
Massachusetts
$4.77M
Kovitz Investment Group Partners
334
Kovitz Investment Group Partners
Illinois
$4.75M
MFG
335
MidWestOne Financial Group
Iowa
$4.7M
IAS
336
Insigneo Advisory Services
Florida
$4.7M
USCWA
337
U.S. Capital Wealth Advisors
Texas
$4.69M
PWM
338
Perigon Wealth Management
California
$4.69M
4WM
339
49 Wealth Management
Texas
$4.68M
JPLA
340
Joseph P. Lucia & Associates
New York
$4.64M
HG
341
Herbst Group
Connecticut
$4.64M
LI
342
LifeWealth Investments
Florida
$4.64M
BRWM
343
Blue Rock Wealth Management
North Carolina
$4.63M
MFS
344
Madrona Financial Services
Washington
$4.63M
CIBC World Market
345
CIBC World Market
Ontario, Canada
$4.61M
SWP
346
Summit Wealth Partners
Florida
$4.59M
CA
347
Calton & Associates
Florida
$4.55M
CT
348
Clearstead Trust
Maine
$4.54M
Boston Partners
349
Boston Partners
Massachusetts
$4.53M
LFAS
350
Level Four Advisory Services
Texas
$4.53M