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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
CIBC World Market
351
CIBC World Market
Ontario, Canada
$4.72M
HG
352
Herbst Group
Connecticut
$4.67M
JPLA
353
Joseph P. Lucia & Associates
New York
$4.63M
NEWAS
354
N.E.W. Advisory Services
Wisconsin
$4.59M
ACM
355
Allred Capital Management
Texas
$4.59M
PWM
356
Perigon Wealth Management
California
$4.59M
LI
357
LifeWealth Investments
Florida
$4.57M
GF
358
Gries Financial
Ohio
$4.54M
CA
359
Calton & Associates
Florida
$4.53M
AWA
360
Arkadios Wealth Advisors
Georgia
$4.53M
AFP
361
Ausdal Financial Partners
Iowa
$4.51M
MCWA
362
Meadow Creek Wealth Advisors
Georgia
$4.51M
SWM
363
Silverlake Wealth Management
Vermont
$4.5M
MFS
364
Madrona Financial Services
Washington
$4.5M
SWP
365
Summit Wealth Partners
Florida
$4.48M
CFG
366
Citizens Financial Group
Rhode Island
$4.45M
MFG
367
MidWestOne Financial Group
Iowa
$4.45M
AWM
368
Avior Wealth Management
Nebraska
$4.39M
WCFA
369
Walkner Condon Financial Advisors
Wisconsin
$4.35M
RFN
370
RDA Financial Network
Iowa
$4.32M
MWM
371
Modern Wealth Management
Kansas
$4.19M
PCM
372
Parsons Capital Management
Rhode Island
$4.19M
SFB
373
STAR Financial Bank
Indiana
$4.19M
IA
374
IFP Advisors
Florida
$4.18M
DIM
375
Delta Investment Management
California
$4.16M