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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
LWM
676
LJI Wealth Management
Indiana
$1.27M
MCA
677
Millennium Capital Advisors
Arkansas
$1.27M
XF
678
XML Financial
Maryland
$1.26M
CCAM
679
Cascades Capital Asset Management
North Carolina
$1.26M
CCM
680
Coldstream Capital Management
Washington
$1.26M
Betterment LLC
681
Betterment LLC
New York
$1.26M
TWM
682
Trueblood Wealth Management
Ohio
$1.25M
AAS
683
Ameritas Advisory Services
Nebraska
$1.25M
SS
684
Sunbelt Securities
Texas
$1.25M
MMCM
685
Murphy & Mullick Capital Management
New York
$1.24M
AGP
686
Autumn Glory Partners
Texas
$1.24M
FHC
687
First Heartland Consultants
Missouri
$1.24M
LFS
688
Legacy Financial Strategies
Kansas
$1.24M
LS
689
Leelyn Smith
Illinois
$1.24M
MW
690
Maia Wealth
Colorado
$1.23M
BFWM
691
Bright Futures Wealth Management
New York
$1.23M
CPA
692
Cathy Pareto & Associates
Florida
$1.23M
KIM
693
Kestra Investment Management
Texas
$1.22M
SFC
694
Strategic Financial Concepts
Texas
$1.22M
BCM
695
Boreal Capital Management
Florida
$1.22M
CW
696
Code Waechter
Florida
$1.21M
CAM
697
CPA Asset Management
Florida
$1.21M
TWM
698
TCFG Wealth Management
California
$1.2M
BAM
699
BTS Asset Management
Massachusetts
$1.2M
JIC
700
Johnson Investment Counsel
Ohio
$1.19M