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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
PCM
326
Prelude Capital Management
New York
$5.12M
GAM
327
Gotham Asset Management
New York
$5.09M
EBWM
328
Eagle Bluffs Wealth Management
Missouri
$5.08M
2WWM
329
21 West Wealth Management
California
$5.08M
HIA
330
Harbor Investment Advisory
Maryland
$5.06M
SWP
331
Stratos Wealth Partners
Ohio
$5.02M
JCM
332
J2 Capital Management
Michigan
$5M
HWA
333
Heritage Wealth Architects
Minnesota
$4.99M
FWM
334
Focused Wealth Management
New York
$4.98M
IPAM
335
Investment Partners Asset Management
New Jersey
$4.94M
PF
336
Penney Financial
Texas
$4.91M
SFWA
337
Summit Financial Wealth Advisors
Louisiana
$4.9M
TNB
338
Thomasville National Bank
Georgia
$4.89M
T
339
Transce3nd
Texas
$4.86M
LPT
340
Legacy Private Trust
Wisconsin
$4.83M
AAS
341
Ameritas Advisory Services
Nebraska
$4.82M
CW
342
Channel Wealth
California
$4.82M
AssetMark Inc
343
AssetMark Inc
California
$4.81M
MWA
344
Merkkuri Wealth Advisors
New York
$4.8M
TL
345
Tradewinds LLC
North Carolina
$4.8M
BRWM
346
Blue Rock Wealth Management
North Carolina
$4.77M
EE
347
EWG Elevate
California
$4.77M
Kovitz Investment Group Partners
348
Kovitz Investment Group Partners
Illinois
$4.76M
AC
349
Apella Capital
Connecticut
$4.76M
MAG
350
Members Advisory Group
New York
$4.73M