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JPMorgan Equity Premium Income ETF

1,281 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, 653 increasing their positions, 418 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: $

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$307M)

1.29% less ownership

Funds ownership: 44.34%43.05% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 141123 (-18)

Holders
1,281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
123
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
SWP
351
Summit Wealth Partners
Florida
$4.59M
CA
352
Calton & Associates
Florida
$4.55M
CT
353
Clearstead Trust
Maine
$4.54M
Boston Partners
354
Boston Partners
Massachusetts
$4.53M
CWP
355
Clark Wealth Partners
Illinois
$4.53M
LFAS
356
Level Four Advisory Services
Texas
$4.53M
RPGK
357
Retirement Planning Group (Kansas)
Kansas
$4.51M
MCC
358
Money Concepts Capital
Florida
$4.5M
RFN
359
RDA Financial Network
Iowa
$4.47M
4A
360
4Wealth Advisors
Illinois
$4.4M
MAG
361
Members Advisory Group
New York
$4.37M
TW
362
Trajan Wealth
Arizona
$4.35M
IA
363
Integrity Alliance
Iowa
$4.34M
LTL
364
Lowery Thomas LLC
California
$4.28M
AC
365
AlphaCore Capital
California
$4.23M
WCM
366
Windsor Capital Management
Arizona
$4.23M
SWM
367
Silverlake Wealth Management
Vermont
$4.22M
SWM
368
StoneCrest Wealth Management
Arizona
$4.22M
KWM
369
KFG Wealth Management
Indiana
$4.21M
RGF
370
Retirement Guys Formula
Ohio
$4.19M
WAM
371
Weinberger Asset Management
California
$4.17M
SWP
372
Semus Wealth Partners
Florida
$4.16M
Bank of Montreal
373
Bank of Montreal
Ontario, Canada
$4.15M
IA
374
Inspire Advisors
Idaho
$4.12M
SFG
375
Snider Financial Group
Washington
$4.08M