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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
FPB
501
First PREMIER Bank
South Dakota
$2.64M
HTC
502
Haverford Trust Company
Pennsylvania
$2.64M
AWA
503
Acorn Wealth Advisors
Michigan
$2.64M
BIS
504
BG Investment Services
Guam
$2.64M
QCM
505
Quantinno Capital Management
New York
$2.63M
FCFC
506
First Commonwealth Financial Corp
Pennsylvania
$2.63M
CCA
507
Cora Capital Advisors
New Jersey
$2.63M
SLWA
508
San Luis Wealth Advisors
California
$2.62M
EH
509
Equitable Holdings
New York
$2.6M
PA
510
Parallel Advisors
California
$2.59M
CWM
511
CIBC World Markets
New York
$2.58M
PWM
512
Purus Wealth Management
California
$2.58M
FCMA
513
Foresight Capital Management Advisors
Michigan
$2.58M
CD
514
Chapin Davis
Maryland
$2.57M
BlackRock
515
BlackRock
New York
$2.57M
GFP
516
Guardian Financial Partners
California
$2.56M
OHWP
517
Oak Harbor Wealth Partners
North Carolina
$2.55M
AC
518
Avestar Capital
New York
$2.54M
OPWM
519
Oxinas Partners Wealth Management
Indiana
$2.53M
TNA
520
True North Advisors
Texas
$2.52M
PCS
521
Private Client Services
Kentucky
$2.51M
FMTCOCP
522
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.51M
CBT
523
CoreFirst Bank & Trust
Kansas
$2.5M
OIA
524
OneDigital Investment Advisors
Kansas
$2.5M
CFG
525
Carr Financial Group
Massachusetts
$2.49M