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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
LFS
576
Littlejohn Financial Services
Oregon
$2.04M
CA
577
Crewe Advisors
Utah
$2.03M
EFMC
578
Empire Financial Management Company
New York
$2.03M
CCFM
579
Clear Creek Financial Management
Washington
$2.01M
SFG
580
SevenBridge Financial Group
Pennsylvania
$2.01M
AAS
581
Asset Allocation Strategies
Michigan
$2M
RRA
582
Round Rock Advisors
Connecticut
$2M
HWMO
583
Heritage Wealth Management (Ohio)
Ohio
$2M
EWA
584
Etesian Wealth Advisors
Oregon
$1.98M
MCM
585
Mainstream Capital Management
California
$1.97M
SIS
586
Sound Income Strategies
Florida
$1.96M
WI
587
Westbourne Investments
Virginia
$1.96M
ISFAN
588
Investor's Fiduciary Advisor Network
Washington
$1.96M
NCG
589
Newport Capital Group
New Jersey
$1.95M
IIA
590
Integral Investment Advisors
California
$1.94M
CAGAS
591
Capital Advisory Group Advisory Services
Minnesota
$1.94M
SCM
592
Sage Capital Management
New Jersey
$1.92M
FMWA
593
Forvis Mazars Wealth Advisors
Missouri
$1.91M
WAM
594
Worth Asset Management
Texas
$1.91M
GFG
595
Grantvest Financial Group
New Jersey
$1.89M
FAM
596
Frontier Asset Management
Wyoming
$1.88M
FPGK
597
Financial Partners Group (Kansas)
Kansas
$1.88M
CPC
598
Consolidated Planning Corp
Georgia
$1.87M
TCM
599
Triumph Capital Management
Colorado
$1.86M
IWM
600
IHT Wealth Management
Illinois
$1.86M