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JPMorgan Equity Premium Income ETF

1,274 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, 659 increasing their positions, 408 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 (+$226M)

1.2% less ownership

Funds ownership: 45.52%44.32% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 156140 (-16)

Holders
1,274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
140
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
CBT
526
CoreFirst Bank & Trust
Kansas
$2.5M
OIA
527
OneDigital Investment Advisors
Kansas
$2.5M
CFG
528
Carr Financial Group
Massachusetts
$2.49M
WFA
529
Websterrogers Financial Advisors
South Carolina
$2.48M
QC
530
Quadrature Capital
United Kingdom
$2.44M
BRWA
531
B. Riley Wealth Advisors
Florida
$2.44M
KIM
532
Kestra Investment Management
Texas
$2.43M
WWM
533
Whalen Wealth Management
Nevada
$2.42M
RIA
534
Regal Investment Advisors
Michigan
$2.41M
HC
535
Hourglass Capital
Texas
$2.4M
LAM
536
Lewis Asset Management
California
$2.39M
SW
537
SteelPeak Wealth
California
$2.38M
LFA
538
LGT Financial Advisors
Texas
$2.37M
S
539
Sachetta
Massachusetts
$2.37M
HWM
540
HB Wealth Management
Georgia
$2.37M
MA
541
MAS Advisors
Florida
$2.37M
AAG
542
Armstrong Advisory Group
Massachusetts
$2.36M
Thrivent Financial for Lutherans
543
Thrivent Financial for Lutherans
Minnesota
$2.34M
RWM
544
Riverbend Wealth Management
South Carolina
$2.32M
IWN
545
Independent Wealth Network
Iowa
$2.3M
RMC
546
Ring Mountain Capital
California
$2.29M
UAG
547
United Advisor Group
Ohio
$2.29M
SSWM
548
Sheets Smith Wealth Management
North Carolina
$2.28M
ACMG
549
Anchor Capital Management Group
California
$2.27M
SKK
550
Shepherd Kaplan Krochuk
Massachusetts
$2.23M