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JPMorgan Equity Premium Income ETF

1,270 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, 656 increasing their positions, 407 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 (+$222M)

1.21% less ownership

Funds ownership: 45.4%44.2% (-1.2%)

11% less funds holding in top 10

Funds holding in top 10: 155138 (-17)

Holders
1,270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
138
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
CCFM
576
Clear Creek Financial Management
Washington
$2.01M
SFG
577
SevenBridge Financial Group
Pennsylvania
$2.01M
AAS
578
Asset Allocation Strategies
Michigan
$2M
RRA
579
Round Rock Advisors
Connecticut
$2M
HWMO
580
Heritage Wealth Management (Ohio)
Ohio
$2M
EWA
581
Etesian Wealth Advisors
Oregon
$1.98M
MCM
582
Mainstream Capital Management
California
$1.97M
SIS
583
Sound Income Strategies
Florida
$1.96M
WI
584
Westbourne Investments
Virginia
$1.96M
ISFAN
585
Investor's Fiduciary Advisor Network
Washington
$1.96M
NCG
586
Newport Capital Group
New Jersey
$1.95M
IIA
587
Integral Investment Advisors
California
$1.94M
CAGAS
588
Capital Advisory Group Advisory Services
Minnesota
$1.94M
SCM
589
Sage Capital Management
New Jersey
$1.92M
FMWA
590
Forvis Mazars Wealth Advisors
Missouri
$1.91M
WAM
591
Worth Asset Management
Texas
$1.91M
GFG
592
Grantvest Financial Group
New Jersey
$1.89M
FAM
593
Frontier Asset Management
Wyoming
$1.88M
FPGK
594
Financial Partners Group (Kansas)
Kansas
$1.88M
CPC
595
Consolidated Planning Corp
Georgia
$1.87M
TCM
596
Triumph Capital Management
Colorado
$1.86M
IWM
597
IHT Wealth Management
Illinois
$1.86M
BWM
598
BKM Wealth Management
Wisconsin
$1.85M
WIM
599
WealthPlan Investment Management
Nebraska
$1.85M
GCM
600
Gables Capital Management
Florida
$1.84M