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JPMorgan Equity Premium Income ETF

1,281 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, 653 increasing their positions, 418 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: $

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$307M)

1.29% less ownership

Funds ownership: 44.34%43.05% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 141123 (-18)

Holders
1,281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
123
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
ZI
501
ZEGA Investments
Florida
$2.65M
CBT
502
CoreFirst Bank & Trust
Kansas
$2.65M
CD
503
Chapin Davis
Maryland
$2.65M
PA
504
Parallel Advisors
California
$2.61M
PWM
505
Purus Wealth Management
California
$2.6M
CG
506
Caprock Group
Idaho
$2.6M
JIC
507
Joel Isaacson & Co
New York
$2.59M
AQR Capital Management
508
AQR Capital Management
Connecticut
$2.59M
FMWA
509
Forvis Mazars Wealth Advisors
Missouri
$2.58M
MIC
510
Means Investment Company
Maine
$2.57M
FMTCOCP
511
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.56M
WFA
512
Websterrogers Financial Advisors
South Carolina
$2.56M
CCA
513
Cora Capital Advisors
New Jersey
$2.55M
OIA
514
OneDigital Investment Advisors
Kansas
$2.54M
SA
515
Sovran Advisors
California
$2.54M
LAM
516
Lifestyle Asset Management
Texas
$2.54M
KA
517
Kovack Advisors
Florida
$2.51M
AC
518
Avestar Capital
New York
$2.49M
MIM
519
Moseley Investment Management
Florida
$2.49M
AC
520
AIFG Consultants
New York
$2.49M
HA
521
Helium Advisors
Washington
$2.48M
AWA
522
Acorn Wealth Advisors
Michigan
$2.47M
CFG
523
Carr Financial Group
Massachusetts
$2.46M
MA
524
MAS Advisors
Florida
$2.45M
GFG
525
Grantvest Financial Group
New Jersey
$2.44M