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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
LI
676
LRI Investments
Florida
$1.31M
PAS
677
PKS Advisory Services
New York
$1.3M
HWM
678
Howard Wealth Management
Connecticut
$1.3M
TWM
679
Triton Wealth Management
Arizona
$1.3M
MWM
680
Mission Wealth Management
California
$1.29M
PPW
681
Pasadena Private Wealth
California
$1.29M
RA
682
RoundAngle Advisors
New Jersey
$1.28M
HSA
683
HBK Sorce Advisory
Pennsylvania
$1.28M
CWMS
684
Cannon Wealth Management Services
North Carolina
$1.28M
AA
685
Acorns Advisers
California
$1.27M
FHC
686
First Heartland Consultants
Missouri
$1.27M
PAG
687
Paladin Advisory Group
Iowa
$1.26M
TWM
688
Trueblood Wealth Management
Ohio
$1.26M
CW
689
Code Waechter
Florida
$1.26M
WN
690
Williams & Novak
California
$1.25M
BFWA
691
Benchmark Financial Wealth Advisors
Florida
$1.25M
CAM
692
CPA Asset Management
Florida
$1.23M
CPA
693
Cathy Pareto & Associates
Florida
$1.22M
Brown Advisory
694
Brown Advisory
Maryland
$1.22M
LFS
695
Legacy Financial Strategies
Kansas
$1.22M
PCM
696
Pointe Capital Management
Michigan
$1.22M
SFC
697
Strategic Financial Concepts
Texas
$1.22M
CPRC
698
Consolidated Portfolio Review Corp
New York
$1.2M
TWM
699
TCFG Wealth Management
California
$1.2M
KFS
700
Kelly Financial Services
Massachusetts
$1.19M