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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
AFP
326
Ausdal Financial Partners
Iowa
$4.98M
NEWAS
327
N.E.W. Advisory Services
Wisconsin
$4.98M
EE
328
EWG Elevate
California
$4.95M
TNB
329
Thomasville National Bank
Georgia
$4.93M
AAS
330
Asset Allocation Strategies
Michigan
$4.9M
WF
331
WinCap Financial
Massachusetts
$4.88M
FA
332
Flagstar Advisors
New York
$4.87M
SWP
333
Stratos Wealth Partners
Ohio
$4.86M
RA
334
RFG Advisory
Alabama
$4.85M
ACM
335
Allred Capital Management
Texas
$4.81M
ORC
336
O'Rourke & Company
Massachusetts
$4.77M
Kovitz Investment Group Partners
337
Kovitz Investment Group Partners
Illinois
$4.75M
MFG
338
MidWestOne Financial Group
Iowa
$4.7M
IAS
339
Insigneo Advisory Services
Florida
$4.7M
USCWA
340
U.S. Capital Wealth Advisors
Texas
$4.69M
PWM
341
Perigon Wealth Management
California
$4.69M
4WM
342
49 Wealth Management
Texas
$4.68M
IA
343
IFP Advisors
Florida
$4.67M
JPLA
344
Joseph P. Lucia & Associates
New York
$4.64M
HG
345
Herbst Group
Connecticut
$4.64M
LI
346
LifeWealth Investments
Florida
$4.64M
BRWM
347
Blue Rock Wealth Management
North Carolina
$4.63M
MFS
348
Madrona Financial Services
Washington
$4.63M
CIBC World Market
349
CIBC World Market
Ontario, Canada
$4.61M
SWP
350
Summit Wealth Partners
Florida
$4.59M