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JPMorgan Equity Premium Income ETF

1,281 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, 653 increasing their positions, 418 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: $

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$307M)

1.29% less ownership

Funds ownership: 44.34%43.05% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 141123 (-18)

Holders
1,281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
123
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
LIG
551
Lokken Investment Group
Delaware
$2.22M
BB
552
Bell Bank
North Dakota
$2.2M
TWP
553
Tyche Wealth Partners
Texas
$2.2M
RWPA
554
Richard W. Paul & Associates
Michigan
$2.17M
LCWP
555
Legacy Capital Wealth Partners
Arkansas
$2.15M
PFO
556
PMG Family Office
Texas
$2.13M
FAM
557
Frontier Asset Management
Wyoming
$2.13M
LFS
558
Littlejohn Financial Services
Oregon
$2.13M
WAM
559
Worth Asset Management
Texas
$2.11M
GGS
560
Galvin Gaustad & Stein
Arizona
$2.11M
NCM
561
Nelson Capital Management
California
$2.1M
GWM
562
Greenwich Wealth Management
Connecticut
$2.08M
GWS
563
Greykasell Wealth Strategies
California
$2.08M
BFPW
564
BOK Financial Private Wealth
Colorado
$2.08M
AA
565
Ancora Advisors
Ohio
$2.08M
ISFAN
566
Investor's Fiduciary Advisor Network
Washington
$2.07M
TC
567
TFR Capital
Texas
$2.07M
PS
568
Portfolio Strategies
New York
$2.06M
OFO
569
OneAscent Family Office
Alabama
$2.05M
US Bancorp
570
US Bancorp
Minnesota
$2.05M
C
571
Croban
Ohio
$2.05M
IPA
572
Investment Planning Advisors
Georgia
$2.02M
IWM
573
IHT Wealth Management
Illinois
$2.02M
EWA
574
Etesian Wealth Advisors
Oregon
$2.01M
SFG
575
Sovereign Financial Group
Connecticut
$2M