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JPMorgan Equity Premium Income ETF

1,270 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, 656 increasing their positions, 407 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 (+$222M)

1.21% less ownership

Funds ownership: 45.4%44.2% (-1.2%)

11% less funds holding in top 10

Funds holding in top 10: 155138 (-17)

Holders
1,270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
138
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
LWM
651
LongView Wealth Management
Georgia
$1.45M
LS
652
Leelyn Smith
Illinois
$1.45M
WDG
653
Wealth Dimensions Group
Ohio
$1.44M
CCMW
654
Cypress Capital Management (Wyoming)
Wyoming
$1.44M
GM
655
GeoWealth Management
Illinois
$1.42M
BWM
656
BCGM Wealth Management
Indiana
$1.42M
MPPLM
657
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.42M
NG
658
Novem Group
New York
$1.4M
SDH
659
Sloy Dahl & Holst
Washington
$1.4M
WCM
660
Winebrenner Capital Management
Kentucky
$1.4M
PF
661
Prosperitas Financial
California
$1.39M
LWM
662
LJI Wealth Management
Indiana
$1.38M
CCAM
663
Cascades Capital Asset Management
North Carolina
$1.38M
GCM
664
Generation Capital Management
New York
$1.37M
FRA
665
Frank Rimerman Advisors
California
$1.35M
CAS
666
Coppell Advisory Solutions
Texas
$1.35M
SNBOSCI
667
Security National Bank of Sioux City Iowa
Iowa
$1.34M
PWM
668
Prosperity Wealth Management
California
$1.34M
CWP
669
Concord Wealth Partners
Virginia
$1.34M
CAMV
670
Concord Asset Management (Virginia)
Virginia
$1.34M
Fifth Third Bancorp
671
Fifth Third Bancorp
Ohio
$1.33M
BWP
672
Burling Wealth Partners
Illinois
$1.33M
MWM
673
Meridian Wealth Management
Kentucky
$1.32M
CFB
674
Cullen/Frost Bankers
Texas
$1.32M
CCM
675
Coldstream Capital Management
Washington
$1.32M