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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
PD
451
Planning Directions
Pennsylvania
$3.22M
FFS
452
Fortress Financial Solutions
Arizona
$3.22M
SCA
453
Scott Capital Advisors
Oregon
$3.13M
HA
454
Herold Advisors
New York
$3.13M
NS
455
NBC Securities
Alabama
$3.12M
SCM
456
Schnieders Capital Management
California
$3.09M
BAM
457
Bellevue Asset Management
Washington
$3.09M
SF
458
Slagle Financial
Illinois
$3.06M
JIP
459
Jaffetilchin Investment Partners
Florida
$3.06M
MSFS
460
Main Street Financial Solutions
Pennsylvania
$3.05M
NW
461
NewEdge Wealth
Pennsylvania
$3.04M
LA
462
LexAurum Advisors
Kansas
$3.04M
WC
463
Weil Company
California
$3.04M
KWM
464
KFG Wealth Management
Indiana
$3.04M
VA
465
Valmark Advisers
Ohio
$3M
IA
466
Integrity Alliance
Iowa
$2.99M
MWA
467
Moser Wealth Advisors
Washington
$2.97M
JHC
468
J. Hagan Capital
Kentucky
$2.97M
PFG
469
Prosperity Financial Group
California
$2.94M
DWM
470
Diversify Wealth Management
Utah
$2.93M
SWA
471
Sax Wealth Advisors
New Jersey
$2.91M
VCP
472
Verus Capital Partners
Arizona
$2.9M
GCP
473
Gill Capital Partners
Colorado
$2.89M
SCA
474
Sulzberger Capital Advisors
Florida
$2.89M
LA
475
Lifeworks Advisors
Michigan
$2.88M