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JPMorgan Equity Premium Income ETF

1,271 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, 647 increasing their positions, 416 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 (-$323M)

1.33% less ownership

Funds ownership: 44.31%42.98% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 139122 (-17)

Holders
1,271
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
KCM
51
Kathmere Capital Management
Pennsylvania
$39.3M
HCM
52
Hilton Capital Management
New York
$39.2M
SF
53
Synovus Financial
Georgia
$39.2M
NA
54
Nottingham Advisors
New York
$38.9M
OC
55
Oakworth Capital
Alabama
$38.1M
P
56
&Partners
Tennessee
$37.7M
SA
57
Sanctuary Advisors
Indiana
$37.3M
SI
58
Stephens Inc
Arkansas
$36.8M
SC
59
Savant Capital
Illinois
$36.7M
SIM
60
Stratos Investment Management
Ohio
$36.2M
KPWS
61
Kestra Private Wealth Services
Texas
$36.2M
NA
62
NewEdge Advisors
Louisiana
$36.1M
PS
63
Principal Securities
Iowa
$35.4M
CIA
64
Capital Investment Advisors
Georgia
$35.4M
CBA
65
Coastal Bridge Advisors
Connecticut
$35.3M
FFBTD
66
First Financial Bank - Trust Division
Ohio
$32.2M
PFS
67
Prospera Financial Services
Texas
$30.9M
JWCA
68
J.W. Cole Advisors
Florida
$30.2M
CE
69
Cornerstone Enterprises
Wisconsin
$29.8M
MCM
70
MAI Capital Management
Ohio
$29.2M
RA
71
Rational Advisors
New York
$29M
TFA
72
Teamwork Financial Advisors
Texas
$28M
HAS
73
Horizon Advisory Services
New York
$27.6M
HAS
74
HBW Advisory Services
California
$27.5M
BFG
75
Bouchey Financial Group
New York
$27.1M