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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
BWM
601
BKM Wealth Management
Wisconsin
$1.85M
WIM
602
WealthPlan Investment Management
Nebraska
$1.85M
GCM
603
Gables Capital Management
Florida
$1.84M
ST
604
Somerset Trust
Pennsylvania
$1.83M
KIA
605
Kraematon Investment Advisors
Massachusetts
$1.83M
WANY
606
Wealthspire Advisors (New York)
New York
$1.83M
WCP
607
Wealthcare Capital Partners
Pennsylvania
$1.83M
SS
608
Sunbelt Securities
Texas
$1.83M
TCA
609
Transcend Capital Advisors
New Jersey
$1.83M
MFA
610
Mayflower Financial Advisors
Massachusetts
$1.81M
RMF
611
Red Mountain Financial
Colorado
$1.81M
AG
612
AmeriFlex Group
Nevada
$1.8M
SFG
613
Sovereign Financial Group
Connecticut
$1.79M
DWM
614
Drive Wealth Management
Utah
$1.79M
HW
615
Hancock Whitney
Mississippi
$1.79M
CIG
616
Cascade Investment Group
Colorado
$1.76M
BIG
617
Brookwood Investment Group
Arizona
$1.74M
AGWCA
618
Annis Gardner Whiting Capital Advisors
Florida
$1.73M
NCM
619
Nelson Capital Management
California
$1.73M
UCFA
620
United Capital Financial Advisors
Texas
$1.72M
PP
621
PDS Planning
Ohio
$1.72M
SNBOSD
622
Security National Bank of So Dak
Iowa
$1.7M
EM
623
ELCO Management
New York
$1.69M
TC
624
TFR Capital
Texas
$1.67M
DOA
625
D'Orazio & Associates
Virginia
$1.66M