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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
GAM
326
Gotham Asset Management
New York
$5.09M
EBWM
327
Eagle Bluffs Wealth Management
Missouri
$5.08M
2WWM
328
21 West Wealth Management
California
$5.08M
HIA
329
Harbor Investment Advisory
Maryland
$5.06M
SWP
330
Stratos Wealth Partners
Ohio
$5.02M
JCM
331
J2 Capital Management
Michigan
$5M
HWA
332
Heritage Wealth Architects
Minnesota
$4.99M
FWM
333
Focused Wealth Management
New York
$4.98M
IPAM
334
Investment Partners Asset Management
New Jersey
$4.94M
PF
335
Penney Financial
Texas
$4.91M
SFWA
336
Summit Financial Wealth Advisors
Louisiana
$4.9M
TNB
337
Thomasville National Bank
Georgia
$4.89M
T
338
Transce3nd
Texas
$4.86M
LPT
339
Legacy Private Trust
Wisconsin
$4.83M
AAS
340
Ameritas Advisory Services
Nebraska
$4.82M
CW
341
Channel Wealth
California
$4.82M
AssetMark Inc
342
AssetMark Inc
California
$4.81M
MWA
343
Merkkuri Wealth Advisors
New York
$4.8M
TL
344
Tradewinds LLC
North Carolina
$4.8M
BRWM
345
Blue Rock Wealth Management
North Carolina
$4.77M
EE
346
EWG Elevate
California
$4.77M
Kovitz Investment Group Partners
347
Kovitz Investment Group Partners
Illinois
$4.76M
AC
348
Apella Capital
Connecticut
$4.76M
MAG
349
Members Advisory Group
New York
$4.73M
ORC
350
O'Rourke & Company
Massachusetts
$4.72M