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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
ST
601
Somerset Trust
Pennsylvania
$1.83M
KIA
602
Kraematon Investment Advisors
Massachusetts
$1.83M
WANY
603
Wealthspire Advisors (New York)
New York
$1.83M
WCP
604
Wealthcare Capital Partners
Pennsylvania
$1.83M
SS
605
Sunbelt Securities
Texas
$1.83M
TCA
606
Transcend Capital Advisors
New Jersey
$1.83M
MFA
607
Mayflower Financial Advisors
Massachusetts
$1.81M
RMF
608
Red Mountain Financial
Colorado
$1.81M
AG
609
AmeriFlex Group
Nevada
$1.8M
SFG
610
Sovereign Financial Group
Connecticut
$1.79M
DWM
611
Drive Wealth Management
Utah
$1.79M
HW
612
Hancock Whitney
Mississippi
$1.79M
CIG
613
Cascade Investment Group
Colorado
$1.76M
BIG
614
Brookwood Investment Group
Arizona
$1.74M
AGWCA
615
Annis Gardner Whiting Capital Advisors
Florida
$1.73M
NCM
616
Nelson Capital Management
California
$1.73M
UCFA
617
United Capital Financial Advisors
Texas
$1.72M
PP
618
PDS Planning
Ohio
$1.72M
SNBOSD
619
Security National Bank of So Dak
Iowa
$1.7M
EM
620
ELCO Management
New York
$1.69M
TC
621
TFR Capital
Texas
$1.67M
DOA
622
D'Orazio & Associates
Virginia
$1.66M
FFS
623
Founders Financial Securities
Maryland
$1.65M
PRTG
624
Post Resch Tallon Group
New York
$1.63M
NA
625
Note Advisors
New York
$1.62M