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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
WFA
526
Websterrogers Financial Advisors
South Carolina
$2.48M
QC
527
Quadrature Capital
United Kingdom
$2.44M
BRWA
528
B. Riley Wealth Advisors
Florida
$2.44M
KIM
529
Kestra Investment Management
Texas
$2.43M
WWM
530
Whalen Wealth Management
Nevada
$2.42M
RIA
531
Regal Investment Advisors
Michigan
$2.41M
HC
532
Hourglass Capital
Texas
$2.4M
LAM
533
Lewis Asset Management
California
$2.39M
SW
534
SteelPeak Wealth
California
$2.38M
LFA
535
LGT Financial Advisors
Texas
$2.37M
S
536
Sachetta
Massachusetts
$2.37M
HWM
537
HB Wealth Management
Georgia
$2.37M
MA
538
MAS Advisors
Florida
$2.37M
AAG
539
Armstrong Advisory Group
Massachusetts
$2.36M
Thrivent Financial for Lutherans
540
Thrivent Financial for Lutherans
Minnesota
$2.34M
RWM
541
Riverbend Wealth Management
South Carolina
$2.32M
IWN
542
Independent Wealth Network
Iowa
$2.3M
RMC
543
Ring Mountain Capital
California
$2.29M
UAG
544
United Advisor Group
Ohio
$2.29M
SSWM
545
Sheets Smith Wealth Management
North Carolina
$2.28M
ACMG
546
Anchor Capital Management Group
California
$2.27M
SKK
547
Shepherd Kaplan Krochuk
Massachusetts
$2.23M
GIA
548
Gladstone Institutional Advisory
Florida
$2.22M
HCP
549
Hexagon Capital Partners
Arkansas
$2.2M
OC
550
Optima Capital
Oregon
$2.2M