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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
HW
601
Hancock Whitney
Mississippi
$1.75M
DAS
602
Diversify Advisory Services
Utah
$1.74M
SMC
603
Smith, Moore & Co
Missouri
$1.74M
OC
604
Optima Capital
Oregon
$1.73M
HC
605
Hourglass Capital
Texas
$1.72M
SNBOSD
606
Security National Bank of So Dak
Iowa
$1.71M
CIG
607
Cascade Investment Group
Colorado
$1.71M
BWM
608
BKM Wealth Management
Wisconsin
$1.68M
EM
609
ELCO Management
New York
$1.68M
MCM
610
Mainstream Capital Management
California
$1.68M
JSAM
611
J. Safra Asset Management
New York
$1.67M
SIG
612
Spinnaker Investment Group
California
$1.66M
IF
613
Intrua Financial
Texas
$1.65M
CA
614
Crewe Advisors
Utah
$1.65M
PRTG
615
Post Resch Tallon Group
New York
$1.64M
AWE
616
Avidian Wealth Enterprises
Texas
$1.64M
PEA
617
Park Edge Advisors
Ohio
$1.62M
IAA
618
Independent Advisor Alliance
North Carolina
$1.62M
AA
619
Acorns Advisers
California
$1.59M
AP
620
Americana Partners
Texas
$1.58M
Renaissance Technologies
621
Renaissance Technologies
New York
$1.56M
GCM
622
Generation Capital Management
New York
$1.56M
CFS
623
Coordinated Financial Services
Colorado
$1.55M
BFG
624
Berger Financial Group
Minnesota
$1.55M
SDWIA
625
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.54M