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JPMorgan Equity Premium Income ETF

1,271 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, 647 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 (-$323M)

1.33% less ownership

Funds ownership: 44.31%42.98% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 139122 (-17)

Holders
1,271
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
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$111M
KAS
27
Kestra Advisory Services
Texas
$109M
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$90.2M
EG
29
Enstar Group
Bermuda
$87.9M
FWP
30
FAS Wealth Partners
Kansas
$87.6M
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$86M
FFA
32
First Foundation Advisors
California
$85.3M
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$83.3M
CA
34
Clearstead Advisors
Ohio
$77.9M
AF
35
Allworth Financial
California
$66.7M
PCG
36
Prosperity Consulting Group
Maryland
$64.8M
CAI
37
Capital Advisors Inc
Oklahoma
$61.3M
CSP
38
Cary Street Partners
Virginia
$60.4M
Franklin Resources
39
Franklin Resources
California
$60M
Truist Financial
40
Truist Financial
North Carolina
$58.4M
SPIA
41
Steward Partners Investment Advisory
New York
$56.2M
AUB
42
Atlantic Union Bankshares
Virginia
$54.8M
Baird Financial Group
43
Baird Financial Group
Wisconsin
$54.4M
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$48.4M
BCM
45
Brookstone Capital Management
Illinois
$47M
TCM
46
Traynor Capital Management
Pennsylvania
$45.7M
AWM
47
Apollon Wealth Management
South Carolina
$44.7M
LGA
48
Lebenthal Global Advisors
New York
$42.8M
HIP
49
HUB Investment Partners
Texas
$42M
PA
50
Pinnacle Associates
New York
$39.7M