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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
DOA
651
D'Orazio & Associates
Virginia
$1.41M
KFP
652
Kerr Financial Planning
California
$1.4M
GIA
653
Gladstone Institutional Advisory
Florida
$1.4M
FPWM
654
FSB Premier Wealth Management
Iowa
$1.38M
CWP
655
Concord Wealth Partners
Virginia
$1.38M
CCMW
656
Cypress Capital Management (Wyoming)
Wyoming
$1.37M
TAM
657
Tucker Asset Management
Colorado
$1.37M
PSIWM
658
Paradigm Strategies in Wealth Management
Minnesota
$1.36M
FRA
659
Frank Rimerman Advisors
California
$1.35M
SNBOSCI
660
Security National Bank of Sioux City Iowa
Iowa
$1.35M
BWM
661
BCGM Wealth Management
Indiana
$1.35M
PFA
662
Plotkin Financial Advisors
Maryland
$1.34M
Fifth Third Bancorp
663
Fifth Third Bancorp
Ohio
$1.34M
HSA
664
HBK Sorce Advisory
Pennsylvania
$1.32M
BWP
665
Burling Wealth Partners
Illinois
$1.32M
Northern Trust
666
Northern Trust
Illinois
$1.31M
WCM
667
Winebrenner Capital Management
Kentucky
$1.31M
PAS
668
PKS Advisory Services
New York
$1.31M
UB
669
Umpqua Bank
Oregon
$1.3M
PPW
670
Pasadena Private Wealth
California
$1.3M
RA
671
RoundAngle Advisors
New Jersey
$1.28M
SFG
672
SevenBridge Financial Group
Pennsylvania
$1.28M
LWM
673
LJI Wealth Management
Indiana
$1.27M
XF
674
XML Financial
Maryland
$1.26M
CCAM
675
Cascades Capital Asset Management
North Carolina
$1.26M