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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
IA
376
IFP Advisors
Florida
$4.18M
DIM
377
Delta Investment Management
California
$4.16M
SWM
378
StoneCrest Wealth Management
Arizona
$4.12M
NFSG
379
Newbridge Financial Services Group
Florida
$4.11M
WKWM
380
Walter & Keenan Wealth Management
Indiana
$4.11M
CDWM
381
Campbell Deegan Wealth Management
Virginia
$4.06M
RGF
382
Retirement Guys Formula
Ohio
$4.05M
WCM
383
Windsor Capital Management
Arizona
$4.05M
SFG
384
Snider Financial Group
Washington
$4.04M
MCC
385
Money Concepts Capital
Florida
$4.02M
WAM
386
Weinberger Asset Management
California
$4.01M
SMC
387
Smith, Moore & Co
Missouri
$3.99M
LTL
388
Lowery Thomas LLC
California
$3.97M
VT
389
Vise Technologies
New York
$3.97M
CWM
390
Congress Wealth Management
Massachusetts
$3.97M
MHS
391
M Holdings Securities
Oregon
$3.95M
WFAG
392
Worth Financial Advisory Group
North Carolina
$3.95M
HT
393
Heritage Trust
Oklahoma
$3.94M
TW
394
Trajan Wealth
Arizona
$3.92M
NLP
395
Next Level Private
New York
$3.84M
PGAM
396
Princeton Global Asset Management
New Jersey
$3.83M
FFP
397
FourThought Financial Partners
Florida
$3.8M
PWP
398
Private Wealth Partners
California
$3.8M
WA
399
Whipplewood Advisors
Colorado
$3.8M
CWMGO
400
Capstone Wealth Management Group (Oregon)
Oregon
$3.8M