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JPMorgan Equity Premium Income ETF

1,281 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, 653 increasing their positions, 418 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: $

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$307M)

1.29% less ownership

Funds ownership: 44.34%43.05% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 141123 (-18)

Holders
1,281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
123
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
FF
401
Fairway Financial
Florida
$3.81M
FFN
402
Focus Financial Network
Minnesota
$3.81M
MSA
403
Marino Stram & Associates
Massachusetts
$3.8M
PGAM
404
Princeton Global Asset Management
New Jersey
$3.78M
CWA
405
Clarity Wealth Advisors
California
$3.77M
SW
406
SkyOak Wealth
Michigan
$3.75M
RFWA
407
RPg Family Wealth Advisory
Massachusetts
$3.74M
VC
408
Vicus Capital
Pennsylvania
$3.7M
NLP
409
Next Level Private
New York
$3.69M
HIA
410
Harbor Investment Advisory
Maryland
$3.68M
CW
411
Channel Wealth
California
$3.67M
FFA
412
Fragasso Financial Advisors
Pennsylvania
$3.67M
RFA
413
Register Financial Advisors
Georgia
$3.65M
PA
414
Procyon Advisors
Connecticut
$3.65M
APW
415
Aventura Private Wealth
Florida
$3.62M
ICP
416
Interchange Capital Partners
Pennsylvania
$3.59M
BFS
417
Bradley Foster & Sargent
Connecticut
$3.56M
JCM
418
J2 Capital Management
Michigan
$3.56M
BWA
419
Beam Wealth Advisors
Louisiana
$3.55M
RW
420
Rockport Wealth
Ohio
$3.55M
AT
421
American Trust
Kentucky
$3.55M
IP
422
Ignite Planners
California
$3.54M
KCPT
423
Kingstone Capital Partners Texas
Texas
$3.53M
SW
424
SlateStone Wealth
Florida
$3.52M
ACM
425
AlphaStar Capital Management
North Carolina
$3.51M