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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
CFS
626
Coordinated Financial Services
Colorado
$1.55M
BFG
627
Berger Financial Group
Minnesota
$1.55M
SDWIA
628
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.54M
LI
629
LRI Investments
Florida
$1.54M
SDH
630
Sloy Dahl & Holst
Washington
$1.52M
FPGK
631
Financial Partners Group (Kansas)
Kansas
$1.52M
PSCM
632
Per Stirling Capital Management
Texas
$1.52M
CPRC
633
Consolidated Portfolio Review Corp
New York
$1.52M
CAS
634
Coppell Advisory Solutions
Texas
$1.51M
PCM
635
Pennsylvania Capital Management
Pennsylvania
$1.51M
ACM
636
Andina Capital Management
Utah
$1.51M
HWM
637
Howard Wealth Management
Connecticut
$1.48M
WA
638
Wealth Alliance
New York
$1.47M
RAM
639
Readystate Asset Management
Illinois
$1.46M
TAM
640
Tocqueville Asset Management
New York
$1.46M
WDG
641
Wealth Dimensions Group
Ohio
$1.46M
KFS
642
Kelly Financial Services
Massachusetts
$1.46M
S4W
643
Solutions 4 Wealth
Texas
$1.45M
IWB
644
Innovative Wealth Building
Maryland
$1.45M
MPPLM
645
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.44M
DRP
646
Decker Retirement Planning
Utah
$1.44M
PF
647
Prosperitas Financial
California
$1.43M
SWP
648
Sagespring Wealth Partners
Tennessee
$1.43M
SAW
649
Signal Advisors Wealth
Michigan
$1.43M
IFWM
650
Institute for Wealth Management
Colorado
$1.43M