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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
MEAC
426
M.E. Allison & Co
Texas
$3.48M
CGA
427
Crescent Grove Advisors
Illinois
$3.48M
RSWM
428
Robertson Stephens Wealth Management
California
$3.47M
BWA
429
Beam Wealth Advisors
Louisiana
$3.47M
IP
430
Ignite Planners
California
$3.47M
LFAS
431
Level Four Advisory Services
Texas
$3.47M
RPGK
432
Retirement Planning Group (Kansas)
Kansas
$3.43M
WF
433
WinCap Financial
Massachusetts
$3.43M
AT
434
American Trust
Kentucky
$3.43M
CPL
435
CAP Partners LLC
Tennessee
$3.42M
CWA
436
Clarity Wealth Advisors
California
$3.42M
EFG
437
Ehrlich Financial Group
California
$3.41M
HA
438
Helium Advisors
Washington
$3.41M
BCA
439
Bay Capital Advisors
Virginia
$3.41M
SWA
440
Stratos Wealth Advisors
Ohio
$3.36M
RW
441
Rockport Wealth
Ohio
$3.36M
SAS
442
Stelac Advisory Services
New York
$3.35M
PG
443
Patten Group
Tennessee
$3.34M
SW
444
SkyOak Wealth
Michigan
$3.29M
BFS
445
Bradley Foster & Sargent
Connecticut
$3.28M
SW
446
SlateStone Wealth
Florida
$3.27M
OBWG
447
Onyx Bridge Wealth Group
New York
$3.26M
PP
448
Prudential plc
United Kingdom
$3.25M
SEIA
449
Signature Estate & Investment Advisors
California
$3.24M
BA
450
Bristlecone Advisors
Washington
$3.23M