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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
BMWM
701
Brown Miller Wealth Management
Virginia
$1.19M
HFS
702
Howard Financial Services
Texas
$1.19M
MCM
703
Mendel Capital Management
Arkansas
$1.17M
SFA
704
Sequoia Financial Advisors
Ohio
$1.16M
MYIA
705
Mount Yale Investment Advisors
Colorado
$1.16M
ACM
706
Alpha Capital Management
Texas
$1.16M
Bessemer Group
707
Bessemer Group
New Jersey
$1.16M
HCMT
708
Highland Capital Management (Tennessee)
Tennessee
$1.15M
Citadel Advisors
709
Citadel Advisors
Florida
$1.14M
SWIM
710
Smallwood Wealth Investment Management
New Jersey
$1.13M
BCP
711
Blue Chip Partners
Michigan
$1.13M
BFWA
712
Benchmark Financial Wealth Advisors
Florida
$1.12M
TW
713
TritonPoint Wealth
Maryland
$1.12M
NA
714
Nordwand Advisors
Pennsylvania
$1.12M
BI
715
Beckerman Institutional
New Jersey
$1.12M
CWMS
716
Cannon Wealth Management Services
North Carolina
$1.12M
FH
717
FWG Holdings
Florida
$1.12M
TWP
718
Tempus Wealth Planning
California
$1.11M
CAM
719
Cozad Asset Management
Illinois
$1.11M
SPWG
720
Syntegra Private Wealth Group
Missouri
$1.11M
BA
721
Bellwether Advisors
Nebraska
$1.11M
PWM
722
Prosperity Wealth Management
California
$1.09M
AFO
723
Arrowroot Family Office
California
$1.09M
VA
724
VestGen Advisors
Illinois
$1.09M
UW
725
Unique Wealth
Florida
$1.08M