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JPMorgan Equity Premium Income ETF

1,274 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, 659 increasing their positions, 408 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 (+$226M)

1.2% less ownership

Funds ownership: 45.52%44.32% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 156140 (-16)

Holders
1,274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
140
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
PSIWM
651
Paradigm Strategies in Wealth Management
Minnesota
$1.46M
IFWM
652
Institute for Wealth Management
Colorado
$1.46M
TAM
653
Tocqueville Asset Management
New York
$1.45M
LWM
654
LongView Wealth Management
Georgia
$1.45M
LS
655
Leelyn Smith
Illinois
$1.45M
WDG
656
Wealth Dimensions Group
Ohio
$1.44M
CCMW
657
Cypress Capital Management (Wyoming)
Wyoming
$1.44M
GM
658
GeoWealth Management
Illinois
$1.42M
BWM
659
BCGM Wealth Management
Indiana
$1.42M
MPPLM
660
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.42M
NG
661
Novem Group
New York
$1.4M
SDH
662
Sloy Dahl & Holst
Washington
$1.4M
WCM
663
Winebrenner Capital Management
Kentucky
$1.4M
PF
664
Prosperitas Financial
California
$1.39M
LWM
665
LJI Wealth Management
Indiana
$1.38M
CCAM
666
Cascades Capital Asset Management
North Carolina
$1.38M
GCM
667
Generation Capital Management
New York
$1.37M
FRA
668
Frank Rimerman Advisors
California
$1.35M
CAS
669
Coppell Advisory Solutions
Texas
$1.35M
SNBOSCI
670
Security National Bank of Sioux City Iowa
Iowa
$1.34M
PWM
671
Prosperity Wealth Management
California
$1.34M
CWP
672
Concord Wealth Partners
Virginia
$1.34M
CAMV
673
Concord Asset Management (Virginia)
Virginia
$1.34M
Fifth Third Bancorp
674
Fifth Third Bancorp
Ohio
$1.33M
BWP
675
Burling Wealth Partners
Illinois
$1.33M