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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
IWN
526
Independent Wealth Network
Iowa
$2.43M
JSL
527
JT Stratford LLC
Georgia
$2.42M
RWM
528
Riverbend Wealth Management
South Carolina
$2.41M
SIC
529
SFE Investment Counsel
California
$2.41M
S
530
Sachetta
Massachusetts
$2.4M
UCFA
531
United Capital Financial Advisors
Texas
$2.39M
IP
532
Integras Partners
Georgia
$2.38M
RMC
533
Ring Mountain Capital
California
$2.38M
SSWM
534
Sheets Smith Wealth Management
North Carolina
$2.36M
WCP
535
Wealthcare Capital Partners
Pennsylvania
$2.33M
LFA
536
LGT Financial Advisors
Texas
$2.33M
SAS
537
Stelac Advisory Services
New York
$2.3M
ACMG
538
Anchor Capital Management Group
California
$2.28M
CA
539
CoreCap Advisors
Michigan
$2.28M
HWMO
540
Heritage Wealth Management (Ohio)
Ohio
$2.28M
CCFM
541
Clear Creek Financial Management
Washington
$2.28M
CFG
542
Citizens Financial Group
Rhode Island
$2.27M
VHAM
543
Van Hulzen Asset Management
California
$2.27M
SW
544
Simplicity Wealth
New Jersey
$2.25M
TSS
545
Two Sigma Securities
New York
$2.25M
MP
546
McDonald Partners
Ohio
$2.23M
BFA
547
Beaumont Financial Advisors
Massachusetts
$2.23M
LIG
548
Lokken Investment Group
Delaware
$2.22M
BB
549
Bell Bank
North Dakota
$2.2M
TWP
550
Tyche Wealth Partners
Texas
$2.2M