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JPMorgan Equity Premium Income ETF

1,272 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, 649 increasing their positions, 415 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 (-$315M)

1.31% less ownership

Funds ownership: 44.31%43% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 139122 (-17)

Holders
1,272
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
CD
501
Chapin Davis
Maryland
$2.65M
PA
502
Parallel Advisors
California
$2.61M
PWM
503
Purus Wealth Management
California
$2.6M
CG
504
Caprock Group
Idaho
$2.6M
JIC
505
Joel Isaacson & Co
New York
$2.59M
AQR Capital Management
506
AQR Capital Management
Connecticut
$2.59M
FMWA
507
Forvis Mazars Wealth Advisors
Missouri
$2.58M
MIC
508
Means Investment Company
Maine
$2.57M
FMTCOCP
509
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.56M
WFA
510
Websterrogers Financial Advisors
South Carolina
$2.56M
CCA
511
Cora Capital Advisors
New Jersey
$2.55M
OIA
512
OneDigital Investment Advisors
Kansas
$2.54M
SA
513
Sovran Advisors
California
$2.54M
LAM
514
Lifestyle Asset Management
Texas
$2.54M
KA
515
Kovack Advisors
Florida
$2.51M
AC
516
Avestar Capital
New York
$2.49M
MIM
517
Moseley Investment Management
Florida
$2.49M
AC
518
AIFG Consultants
New York
$2.49M
HA
519
Helium Advisors
Washington
$2.48M
AWA
520
Acorn Wealth Advisors
Michigan
$2.47M
CFG
521
Carr Financial Group
Massachusetts
$2.46M
MA
522
MAS Advisors
Florida
$2.45M
GFG
523
Grantvest Financial Group
New Jersey
$2.44M
AAG
524
Armstrong Advisory Group
Massachusetts
$2.44M
RIA
525
Regal Investment Advisors
Michigan
$2.43M