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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
CCM
676
Coldstream Capital Management
Washington
$1.26M
Betterment LLC
677
Betterment LLC
New York
$1.26M
TWM
678
Trueblood Wealth Management
Ohio
$1.25M
AAS
679
Ameritas Advisory Services
Nebraska
$1.25M
SS
680
Sunbelt Securities
Texas
$1.25M
MMCM
681
Murphy & Mullick Capital Management
New York
$1.24M
AGP
682
Autumn Glory Partners
Texas
$1.24M
FHC
683
First Heartland Consultants
Missouri
$1.24M
LFS
684
Legacy Financial Strategies
Kansas
$1.24M
LS
685
Leelyn Smith
Illinois
$1.24M
MW
686
Maia Wealth
Colorado
$1.23M
BFWM
687
Bright Futures Wealth Management
New York
$1.23M
CPA
688
Cathy Pareto & Associates
Florida
$1.23M
KIM
689
Kestra Investment Management
Texas
$1.22M
SFC
690
Strategic Financial Concepts
Texas
$1.22M
CW
691
Code Waechter
Florida
$1.21M
CAM
692
CPA Asset Management
Florida
$1.21M
TWM
693
TCFG Wealth Management
California
$1.2M
BAM
694
BTS Asset Management
Massachusetts
$1.2M
JIC
695
Johnson Investment Counsel
Ohio
$1.19M
BMWM
696
Brown Miller Wealth Management
Virginia
$1.19M
HFS
697
Howard Financial Services
Texas
$1.19M
MCM
698
Mendel Capital Management
Arkansas
$1.17M
SFA
699
Sequoia Financial Advisors
Ohio
$1.16M
MYIA
700
Mount Yale Investment Advisors
Colorado
$1.16M