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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
4A
401
4Wealth Advisors
Illinois
$3.79M
CIA
402
Caerus Investment Advisors
Texas
$3.79M
HNB
403
Huntington National Bank
Ohio
$3.78M
CA
404
Claro Advisors
Massachusetts
$3.78M
IF
405
Intrua Financial
Texas
$3.77M
WP
406
Wealthspan Partners
Iowa
$3.75M
LHC
407
Little House Capital
Massachusetts
$3.74M
RFWA
408
RPg Family Wealth Advisory
Massachusetts
$3.74M
FF
409
Fairway Financial
Florida
$3.73M
T
410
Tableaux
Massachusetts
$3.73M
PA
411
Procyon Advisors
Connecticut
$3.71M
SWP
412
Semus Wealth Partners
Florida
$3.71M
GFG
413
Goldstone Financial Group
Illinois
$3.68M
BWM
414
Base Wealth Management
Florida
$3.67M
FFN
415
Focus Financial Network
Minnesota
$3.64M
SCM
416
Saxony Capital Management
Missouri
$3.63M
IA
417
Inspire Advisors
Idaho
$3.63M
RFA
418
Register Financial Advisors
Georgia
$3.59M
Ameriprise
419
Ameriprise
Minnesota
$3.58M
MSA
420
Marino Stram & Associates
Massachusetts
$3.58M
ICP
421
Interchange Capital Partners
Pennsylvania
$3.57M
Bank of Montreal
422
Bank of Montreal
Ontario, Canada
$3.57M
FFA
423
Fragasso Financial Advisors
Pennsylvania
$3.54M
WMA
424
West Michigan Advisors
Michigan
$3.54M
ACM
425
AlphaStar Capital Management
North Carolina
$3.53M