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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
ORC
351
O'Rourke & Company
Massachusetts
$4.72M
CIBC World Market
352
CIBC World Market
Ontario, Canada
$4.72M
HG
353
Herbst Group
Connecticut
$4.67M
JPLA
354
Joseph P. Lucia & Associates
New York
$4.63M
NEWAS
355
N.E.W. Advisory Services
Wisconsin
$4.59M
ACM
356
Allred Capital Management
Texas
$4.59M
PWM
357
Perigon Wealth Management
California
$4.59M
LI
358
LifeWealth Investments
Florida
$4.57M
GF
359
Gries Financial
Ohio
$4.54M
CA
360
Calton & Associates
Florida
$4.53M
AWA
361
Arkadios Wealth Advisors
Georgia
$4.53M
AFP
362
Ausdal Financial Partners
Iowa
$4.51M
MCWA
363
Meadow Creek Wealth Advisors
Georgia
$4.51M
SWM
364
Silverlake Wealth Management
Vermont
$4.5M
MFS
365
Madrona Financial Services
Washington
$4.5M
SWP
366
Summit Wealth Partners
Florida
$4.48M
CFG
367
Citizens Financial Group
Rhode Island
$4.45M
MFG
368
MidWestOne Financial Group
Iowa
$4.45M
AWM
369
Avior Wealth Management
Nebraska
$4.39M
WCFA
370
Walkner Condon Financial Advisors
Wisconsin
$4.35M
RFN
371
RDA Financial Network
Iowa
$4.32M
APW
372
Aventura Private Wealth
Florida
$4.26M
MWM
373
Modern Wealth Management
Kansas
$4.19M
PCM
374
Parsons Capital Management
Rhode Island
$4.19M
SFB
375
STAR Financial Bank
Indiana
$4.19M