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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
AC
426
AlphaCore Capital
California
$3.49M
KCPT
427
Kingstone Capital Partners Texas
Texas
$3.48M
MEAC
428
M.E. Allison & Co
Texas
$3.48M
CGA
429
Crescent Grove Advisors
Illinois
$3.48M
RSWM
430
Robertson Stephens Wealth Management
California
$3.47M
BWA
431
Beam Wealth Advisors
Louisiana
$3.47M
IP
432
Ignite Planners
California
$3.47M
LFAS
433
Level Four Advisory Services
Texas
$3.47M
RPGK
434
Retirement Planning Group (Kansas)
Kansas
$3.43M
WF
435
WinCap Financial
Massachusetts
$3.43M
AT
436
American Trust
Kentucky
$3.43M
CPL
437
CAP Partners LLC
Tennessee
$3.42M
CWA
438
Clarity Wealth Advisors
California
$3.42M
EFG
439
Ehrlich Financial Group
California
$3.41M
HA
440
Helium Advisors
Washington
$3.41M
BCA
441
Bay Capital Advisors
Virginia
$3.41M
SWA
442
Stratos Wealth Advisors
Ohio
$3.36M
RW
443
Rockport Wealth
Ohio
$3.36M
SAS
444
Stelac Advisory Services
New York
$3.35M
PG
445
Patten Group
Tennessee
$3.34M
SW
446
SkyOak Wealth
Michigan
$3.29M
BFS
447
Bradley Foster & Sargent
Connecticut
$3.28M
SW
448
SlateStone Wealth
Florida
$3.27M
OBWG
449
Onyx Bridge Wealth Group
New York
$3.26M
PP
450
Prudential plc
United Kingdom
$3.25M