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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
RRA
576
Round Rock Advisors
Connecticut
$1.98M
TCM
577
Triumph Capital Management
Colorado
$1.95M
SCM
578
Sage Capital Management
New Jersey
$1.94M
LWM
579
LongView Wealth Management
Georgia
$1.89M
WIM
580
WealthPlan Investment Management
Nebraska
$1.88M
Brown Advisory
581
Brown Advisory
Maryland
$1.87M
PP
582
PDS Planning
Ohio
$1.87M
CAGAS
583
Capital Advisory Group Advisory Services
Minnesota
$1.87M
CPC
584
Consolidated Planning Corp
Georgia
$1.86M
KIA
585
Kraematon Investment Advisors
Massachusetts
$1.85M
WANY
586
Wealthspire Advisors (New York)
New York
$1.84M
GPWM
587
Grant Private Wealth Management
California
$1.84M
ST
588
Somerset Trust
Pennsylvania
$1.84M
RMF
589
Red Mountain Financial
Colorado
$1.82M
LWM
590
Lionsbridge Wealth Management
Florida
$1.82M
TWP
591
Triad Wealth Partners
Kansas
$1.82M
GCM
592
Gables Capital Management
Florida
$1.82M
MA
593
Modus Advisors
Minnesota
$1.8M
SIS
594
Sound Income Strategies
Florida
$1.8M
WE
595
Wealth Effects
Massachusetts
$1.79M
MFA
596
Mayflower Financial Advisors
Massachusetts
$1.79M
AGWCA
597
Annis Gardner Whiting Capital Advisors
Florida
$1.79M
TCA
598
Transcend Capital Advisors
New Jersey
$1.77M
BlackRock
599
BlackRock
New York
$1.77M
FFS
600
Founders Financial Securities
Maryland
$1.76M