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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
IIA
576
Integral Investment Advisors
California
$2M
NCG
577
Newport Capital Group
New Jersey
$1.99M
NA
578
Note Advisors
New York
$1.98M
RRA
579
Round Rock Advisors
Connecticut
$1.98M
TCM
580
Triumph Capital Management
Colorado
$1.95M
SCM
581
Sage Capital Management
New Jersey
$1.94M
LWM
582
LongView Wealth Management
Georgia
$1.89M
WIM
583
WealthPlan Investment Management
Nebraska
$1.88M
Brown Advisory
584
Brown Advisory
Maryland
$1.87M
PP
585
PDS Planning
Ohio
$1.87M
CAGAS
586
Capital Advisory Group Advisory Services
Minnesota
$1.87M
CPC
587
Consolidated Planning Corp
Georgia
$1.86M
KIA
588
Kraematon Investment Advisors
Massachusetts
$1.85M
WANY
589
Wealthspire Advisors (New York)
New York
$1.84M
GPWM
590
Grant Private Wealth Management
California
$1.84M
ST
591
Somerset Trust
Pennsylvania
$1.84M
RMF
592
Red Mountain Financial
Colorado
$1.82M
LWM
593
Lionsbridge Wealth Management
Florida
$1.82M
TWP
594
Triad Wealth Partners
Kansas
$1.82M
GCM
595
Gables Capital Management
Florida
$1.82M
MA
596
Modus Advisors
Minnesota
$1.8M
SIS
597
Sound Income Strategies
Florida
$1.8M
WE
598
Wealth Effects
Massachusetts
$1.79M
MFA
599
Mayflower Financial Advisors
Massachusetts
$1.79M
AGWCA
600
Annis Gardner Whiting Capital Advisors
Florida
$1.79M