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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
BCA
426
Bay Capital Advisors
Virginia
$3.51M
CIA
427
Caerus Investment Advisors
Texas
$3.5M
RSWM
428
Robertson Stephens Wealth Management
California
$3.49M
NW
429
NewEdge Wealth
Pennsylvania
$3.42M
WKWM
430
Walter & Keenan Wealth Management
Indiana
$3.42M
SIA
431
Soltis Investment Advisors
Utah
$3.41M
CPL
432
CAP Partners LLC
Tennessee
$3.39M
PCS
433
Private Client Services
Kentucky
$3.38M
MSFS
434
Main Street Financial Solutions
Pennsylvania
$3.36M
EFG
435
Ehrlich Financial Group
California
$3.35M
NS
436
NBC Securities
Alabama
$3.34M
SWA
437
Sax Wealth Advisors
New Jersey
$3.34M
PG
438
Patten Group
Tennessee
$3.33M
SKK
439
Shepherd Kaplan Krochuk
Massachusetts
$3.3M
SO
440
Sierra Ocean
California
$3.29M
UAG
441
United Advisor Group
Ohio
$3.27M
LA
442
LexAurum Advisors
Kansas
$3.27M
WMA
443
West Michigan Advisors
Michigan
$3.26M
SEIA
444
Signature Estate & Investment Advisors
California
$3.25M
HTC
445
Haverford Trust Company
Pennsylvania
$3.23M
GRP
446
Global Retirement Partners
California
$3.22M
JHC
447
J. Hagan Capital
Kentucky
$3.21M
JIP
448
Jaffetilchin Investment Partners
Florida
$3.2M
PD
449
Planning Directions
Pennsylvania
$3.19M
SF
450
Slagle Financial
Illinois
$3.19M