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JPMorgan Equity Premium Income ETF

1,272 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, 648 increasing their positions, 416 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: $

less funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$322M)

1.33% less ownership

Funds ownership: 44.31%42.99% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 139122 (-17)

Holders
1,272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
122
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
RSWM
426
Robertson Stephens Wealth Management
California
$3.49M
NW
427
NewEdge Wealth
Pennsylvania
$3.42M
WKWM
428
Walter & Keenan Wealth Management
Indiana
$3.42M
SIA
429
Soltis Investment Advisors
Utah
$3.41M
CPL
430
CAP Partners LLC
Tennessee
$3.39M
PCS
431
Private Client Services
Kentucky
$3.38M
MSFS
432
Main Street Financial Solutions
Pennsylvania
$3.36M
EFG
433
Ehrlich Financial Group
California
$3.35M
NS
434
NBC Securities
Alabama
$3.34M
SWA
435
Sax Wealth Advisors
New Jersey
$3.34M
PG
436
Patten Group
Tennessee
$3.33M
SKK
437
Shepherd Kaplan Krochuk
Massachusetts
$3.3M
SO
438
Sierra Ocean
California
$3.29M
UAG
439
United Advisor Group
Ohio
$3.27M
LA
440
LexAurum Advisors
Kansas
$3.27M
WMA
441
West Michigan Advisors
Michigan
$3.26M
SEIA
442
Signature Estate & Investment Advisors
California
$3.25M
HTC
443
Haverford Trust Company
Pennsylvania
$3.23M
GRP
444
Global Retirement Partners
California
$3.22M
JHC
445
J. Hagan Capital
Kentucky
$3.21M
JIP
446
Jaffetilchin Investment Partners
Florida
$3.2M
PD
447
Planning Directions
Pennsylvania
$3.19M
SF
448
Slagle Financial
Illinois
$3.19M
PFG
449
Prosperity Financial Group
California
$3.17M
FMN
450
Financial Management Network
California
$3.16M