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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
CA
351
Calton & Associates
Florida
$4.55M
CT
352
Clearstead Trust
Maine
$4.54M
Boston Partners
353
Boston Partners
Massachusetts
$4.53M
LFAS
354
Level Four Advisory Services
Texas
$4.53M
RPGK
355
Retirement Planning Group (Kansas)
Kansas
$4.51M
MCC
356
Money Concepts Capital
Florida
$4.5M
RFN
357
RDA Financial Network
Iowa
$4.47M
4A
358
4Wealth Advisors
Illinois
$4.4M
MAG
359
Members Advisory Group
New York
$4.37M
TW
360
Trajan Wealth
Arizona
$4.35M
IA
361
Integrity Alliance
Iowa
$4.34M
LTL
362
Lowery Thomas LLC
California
$4.28M
AC
363
AlphaCore Capital
California
$4.23M
WCM
364
Windsor Capital Management
Arizona
$4.23M
SWM
365
Silverlake Wealth Management
Vermont
$4.22M
SWM
366
StoneCrest Wealth Management
Arizona
$4.22M
KWM
367
KFG Wealth Management
Indiana
$4.21M
RGF
368
Retirement Guys Formula
Ohio
$4.19M
WAM
369
Weinberger Asset Management
California
$4.17M
SWP
370
Semus Wealth Partners
Florida
$4.16M
Bank of Montreal
371
Bank of Montreal
Ontario, Canada
$4.15M
IA
372
Inspire Advisors
Idaho
$4.12M
SFG
373
Snider Financial Group
Washington
$4.08M
OBWG
374
Onyx Bridge Wealth Group
New York
$4.07M
WP
375
Wealthspan Partners
Iowa
$4.06M