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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
SEIA
451
Signature Estate & Investment Advisors
California
$3.24M
BA
452
Bristlecone Advisors
Washington
$3.23M
PD
453
Planning Directions
Pennsylvania
$3.22M
FFS
454
Fortress Financial Solutions
Arizona
$3.22M
SCA
455
Scott Capital Advisors
Oregon
$3.13M
HA
456
Herold Advisors
New York
$3.13M
NS
457
NBC Securities
Alabama
$3.12M
SCM
458
Schnieders Capital Management
California
$3.09M
BAM
459
Bellevue Asset Management
Washington
$3.09M
SF
460
Slagle Financial
Illinois
$3.06M
JIP
461
Jaffetilchin Investment Partners
Florida
$3.06M
MSFS
462
Main Street Financial Solutions
Pennsylvania
$3.05M
NW
463
NewEdge Wealth
Pennsylvania
$3.04M
LA
464
LexAurum Advisors
Kansas
$3.04M
WC
465
Weil Company
California
$3.04M
KWM
466
KFG Wealth Management
Indiana
$3.04M
IFS
467
Integrated Financial Solutions
Virginia
$3.02M
VA
468
Valmark Advisers
Ohio
$3M
IA
469
Integrity Alliance
Iowa
$2.99M
MWA
470
Moser Wealth Advisors
Washington
$2.97M
JHC
471
J. Hagan Capital
Kentucky
$2.97M
PFG
472
Prosperity Financial Group
California
$2.94M
DWM
473
Diversify Wealth Management
Utah
$2.93M
SWA
474
Sax Wealth Advisors
New Jersey
$2.91M
VCP
475
Verus Capital Partners
Arizona
$2.9M