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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
HNB
401
Huntington National Bank
Ohio
$3.78M
CA
402
Claro Advisors
Massachusetts
$3.78M
IF
403
Intrua Financial
Texas
$3.77M
WP
404
Wealthspan Partners
Iowa
$3.75M
LHC
405
Little House Capital
Massachusetts
$3.74M
RFWA
406
RPg Family Wealth Advisory
Massachusetts
$3.74M
FF
407
Fairway Financial
Florida
$3.73M
T
408
Tableaux
Massachusetts
$3.73M
PA
409
Procyon Advisors
Connecticut
$3.71M
SWP
410
Semus Wealth Partners
Florida
$3.71M
GFG
411
Goldstone Financial Group
Illinois
$3.68M
BWM
412
Base Wealth Management
Florida
$3.67M
FFN
413
Focus Financial Network
Minnesota
$3.64M
SCM
414
Saxony Capital Management
Missouri
$3.63M
IA
415
Inspire Advisors
Idaho
$3.63M
RFA
416
Register Financial Advisors
Georgia
$3.59M
Ameriprise
417
Ameriprise
Minnesota
$3.58M
MSA
418
Marino Stram & Associates
Massachusetts
$3.58M
ICP
419
Interchange Capital Partners
Pennsylvania
$3.57M
Bank of Montreal
420
Bank of Montreal
Ontario, Canada
$3.57M
FFA
421
Fragasso Financial Advisors
Pennsylvania
$3.54M
WMA
422
West Michigan Advisors
Michigan
$3.54M
ACM
423
AlphaStar Capital Management
North Carolina
$3.53M
AC
424
AlphaCore Capital
California
$3.49M
KCPT
425
Kingstone Capital Partners Texas
Texas
$3.48M