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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
MWM
651
Meridian Wealth Management
Kentucky
$1.43M
NG
652
Novem Group
New York
$1.42M
MPWS
653
McCarter Private Wealth Services
Massachusetts
$1.41M
DOA
654
D'Orazio & Associates
Virginia
$1.41M
KFP
655
Kerr Financial Planning
California
$1.4M
GIA
656
Gladstone Institutional Advisory
Florida
$1.4M
FPWM
657
FSB Premier Wealth Management
Iowa
$1.38M
CWP
658
Concord Wealth Partners
Virginia
$1.38M
CCMW
659
Cypress Capital Management (Wyoming)
Wyoming
$1.37M
TAM
660
Tucker Asset Management
Colorado
$1.37M
PSIWM
661
Paradigm Strategies in Wealth Management
Minnesota
$1.36M
FRA
662
Frank Rimerman Advisors
California
$1.35M
SNBOSCI
663
Security National Bank of Sioux City Iowa
Iowa
$1.35M
BWM
664
BCGM Wealth Management
Indiana
$1.35M
PFA
665
Plotkin Financial Advisors
Maryland
$1.34M
Fifth Third Bancorp
666
Fifth Third Bancorp
Ohio
$1.34M
HSA
667
HBK Sorce Advisory
Pennsylvania
$1.32M
BWP
668
Burling Wealth Partners
Illinois
$1.32M
Northern Trust
669
Northern Trust
Illinois
$1.31M
WCM
670
Winebrenner Capital Management
Kentucky
$1.31M
PAS
671
PKS Advisory Services
New York
$1.31M
UB
672
Umpqua Bank
Oregon
$1.3M
PPW
673
Pasadena Private Wealth
California
$1.3M
RA
674
RoundAngle Advisors
New Jersey
$1.28M
SFG
675
SevenBridge Financial Group
Pennsylvania
$1.28M