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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
RWPA
551
Richard W. Paul & Associates
Michigan
$2.17M
LCWP
552
Legacy Capital Wealth Partners
Arkansas
$2.15M
PFO
553
PMG Family Office
Texas
$2.13M
FAM
554
Frontier Asset Management
Wyoming
$2.13M
LFS
555
Littlejohn Financial Services
Oregon
$2.13M
WAM
556
Worth Asset Management
Texas
$2.11M
GGS
557
Galvin Gaustad & Stein
Arizona
$2.11M
NCM
558
Nelson Capital Management
California
$2.1M
GWM
559
Greenwich Wealth Management
Connecticut
$2.08M
GWS
560
Greykasell Wealth Strategies
California
$2.08M
BFPW
561
BOK Financial Private Wealth
Colorado
$2.08M
AA
562
Ancora Advisors
Ohio
$2.08M
ISFAN
563
Investor's Fiduciary Advisor Network
Washington
$2.07M
TC
564
TFR Capital
Texas
$2.07M
PS
565
Portfolio Strategies
New York
$2.06M
OFO
566
OneAscent Family Office
Alabama
$2.05M
US Bancorp
567
US Bancorp
Minnesota
$2.05M
C
568
Croban
Ohio
$2.05M
IPA
569
Investment Planning Advisors
Georgia
$2.02M
IWM
570
IHT Wealth Management
Illinois
$2.02M
EWA
571
Etesian Wealth Advisors
Oregon
$2.01M
SFG
572
Sovereign Financial Group
Connecticut
$2M
IIA
573
Integral Investment Advisors
California
$2M
NCG
574
Newport Capital Group
New Jersey
$1.99M
NA
575
Note Advisors
New York
$1.98M