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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
TCA
601
Transcend Capital Advisors
New Jersey
$1.77M
BlackRock
602
BlackRock
New York
$1.77M
FFS
603
Founders Financial Securities
Maryland
$1.76M
HW
604
Hancock Whitney
Mississippi
$1.75M
DAS
605
Diversify Advisory Services
Utah
$1.74M
SMC
606
Smith, Moore & Co
Missouri
$1.74M
OC
607
Optima Capital
Oregon
$1.73M
HC
608
Hourglass Capital
Texas
$1.72M
SNBOSD
609
Security National Bank of So Dak
Iowa
$1.71M
CIG
610
Cascade Investment Group
Colorado
$1.71M
BWM
611
BKM Wealth Management
Wisconsin
$1.68M
EM
612
ELCO Management
New York
$1.68M
MCM
613
Mainstream Capital Management
California
$1.68M
JSAM
614
J. Safra Asset Management
New York
$1.67M
SIG
615
Spinnaker Investment Group
California
$1.66M
IF
616
Intrua Financial
Texas
$1.65M
CA
617
Crewe Advisors
Utah
$1.65M
PRTG
618
Post Resch Tallon Group
New York
$1.64M
AWE
619
Avidian Wealth Enterprises
Texas
$1.64M
PEA
620
Park Edge Advisors
Ohio
$1.62M
IAA
621
Independent Advisor Alliance
North Carolina
$1.62M
AA
622
Acorns Advisers
California
$1.59M
AP
623
Americana Partners
Texas
$1.58M
Renaissance Technologies
624
Renaissance Technologies
New York
$1.56M
GCM
625
Generation Capital Management
New York
$1.56M