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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
LI
626
LRI Investments
Florida
$1.54M
SDH
627
Sloy Dahl & Holst
Washington
$1.52M
FPGK
628
Financial Partners Group (Kansas)
Kansas
$1.52M
PSCM
629
Per Stirling Capital Management
Texas
$1.52M
CPRC
630
Consolidated Portfolio Review Corp
New York
$1.52M
CAS
631
Coppell Advisory Solutions
Texas
$1.51M
PCM
632
Pennsylvania Capital Management
Pennsylvania
$1.51M
ACM
633
Andina Capital Management
Utah
$1.51M
HWM
634
Howard Wealth Management
Connecticut
$1.48M
WA
635
Wealth Alliance
New York
$1.47M
RAM
636
Readystate Asset Management
Illinois
$1.46M
TAM
637
Tocqueville Asset Management
New York
$1.46M
WDG
638
Wealth Dimensions Group
Ohio
$1.46M
KFS
639
Kelly Financial Services
Massachusetts
$1.46M
S4W
640
Solutions 4 Wealth
Texas
$1.45M
IWB
641
Innovative Wealth Building
Maryland
$1.45M
MPPLM
642
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.44M
DRP
643
Decker Retirement Planning
Utah
$1.44M
PF
644
Prosperitas Financial
California
$1.43M
SWP
645
Sagespring Wealth Partners
Tennessee
$1.43M
SAW
646
Signal Advisors Wealth
Michigan
$1.43M
IFWM
647
Institute for Wealth Management
Colorado
$1.43M
MWM
648
Meridian Wealth Management
Kentucky
$1.43M
NG
649
Novem Group
New York
$1.42M
MPWS
650
McCarter Private Wealth Services
Massachusetts
$1.41M