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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
SWM
376
StoneCrest Wealth Management
Arizona
$4.12M
NFSG
377
Newbridge Financial Services Group
Florida
$4.11M
WKWM
378
Walter & Keenan Wealth Management
Indiana
$4.11M
CDWM
379
Campbell Deegan Wealth Management
Virginia
$4.06M
RGF
380
Retirement Guys Formula
Ohio
$4.05M
WCM
381
Windsor Capital Management
Arizona
$4.05M
SFG
382
Snider Financial Group
Washington
$4.04M
MCC
383
Money Concepts Capital
Florida
$4.02M
WAM
384
Weinberger Asset Management
California
$4.01M
SMC
385
Smith, Moore & Co
Missouri
$3.99M
LTL
386
Lowery Thomas LLC
California
$3.97M
VT
387
Vise Technologies
New York
$3.97M
CWM
388
Congress Wealth Management
Massachusetts
$3.97M
MHS
389
M Holdings Securities
Oregon
$3.95M
WFAG
390
Worth Financial Advisory Group
North Carolina
$3.95M
HT
391
Heritage Trust
Oklahoma
$3.94M
TW
392
Trajan Wealth
Arizona
$3.92M
NLP
393
Next Level Private
New York
$3.84M
PGAM
394
Princeton Global Asset Management
New Jersey
$3.83M
FFP
395
FourThought Financial Partners
Florida
$3.8M
PWP
396
Private Wealth Partners
California
$3.8M
WA
397
Whipplewood Advisors
Colorado
$3.8M
CWMGO
398
Capstone Wealth Management Group (Oregon)
Oregon
$3.8M
4A
399
4Wealth Advisors
Illinois
$3.79M
CIA
400
Caerus Investment Advisors
Texas
$3.79M