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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
GIA
551
Gladstone Institutional Advisory
Florida
$2.22M
HCP
552
Hexagon Capital Partners
Arkansas
$2.2M
OC
553
Optima Capital
Oregon
$2.2M
VVP
554
Venture Visionary Partners
Ohio
$2.19M
VHAM
555
Van Hulzen Asset Management
California
$2.19M
MW
556
Maia Wealth
Colorado
$2.18M
5W
557
5T Wealth
California
$2.18M
LAM
558
Lifestyle Asset Management
Texas
$2.17M
BFA
559
Beaumont Financial Advisors
Massachusetts
$2.17M
MIM
560
Moseley Investment Management
Florida
$2.15M
AA
561
Ancora Advisors
Ohio
$2.14M
GWM
562
Greenwich Wealth Management
Connecticut
$2.14M
SA
563
Sovran Advisors
California
$2.13M
GGS
564
Galvin Gaustad & Stein
Arizona
$2.13M
RWPA
565
Richard W. Paul & Associates
Michigan
$2.1M
BCG
566
Bravias Capital Group
New Jersey
$2.09M
TSMHT
567
Thurston Springer Miller Herd & Titak
Indiana
$2.08M
C
568
Croban
Ohio
$2.07M
BB
569
Bell Bank
North Dakota
$2.07M
TWP
570
Tyche Wealth Partners
Texas
$2.05M
LIG
571
Lokken Investment Group
Delaware
$2.05M
LCWP
572
Legacy Capital Wealth Partners
Arkansas
$2.05M
IP
573
Integras Partners
Georgia
$2.05M
MP
574
McDonald Partners
Ohio
$2.05M
CWIG
575
Chung Wu Investment Group
Texas
$2.04M