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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
SPWG
726
Syntegra Private Wealth Group
Missouri
$1.09M
FH
727
FWG Holdings
Florida
$1.08M
S4W
728
Solutions 4 Wealth
Texas
$1.08M
WKSWA
729
White Knight Strategic Wealth Advisors
New Jersey
$1.08M
BTI
730
Blue Trust Inc
Georgia
$1.07M
IWB
731
Innovative Wealth Building
Maryland
$1.07M
TWP
732
Tempus Wealth Planning
California
$1.06M
CPA
733
Cardiff Park Advisors
California
$1.05M
AFO
734
Arrowroot Family Office
California
$1.05M
Natixis Advisors
735
Natixis Advisors
Massachusetts
$1.04M
TF
736
Tandem Financial
Colorado
$1.04M
CWP
737
Cyndeo Wealth Partners
Florida
$1.04M
MFGM
738
Marshall Financial Group (Maryland)
Maryland
$1.04M
SFA
739
Sequoia Financial Advisors
Ohio
$1.04M
MWM
740
Marion Wealth Management
Pennsylvania
$1.02M
FLPIM
741
F.L. Putnam Investment Management
Massachusetts
$1.01M
BJL
742
Brighton Jones LLC
Washington
$990K
CAM
743
Cozad Asset Management
Illinois
$983K
BMCM
744
Bryn Mawr Capital Management
Pennsylvania
$978K
EFL
745
ERn Financial LLC
Wisconsin
$976K
RWS
746
Resolute Wealth Strategies
Mississippi
$973K
I
747
INVST
Indiana
$973K
MFG
748
Menard Financial Group
Texas
$968K
ACP
749
Aviance Capital Partners
Florida
$962K
DWM
750
Dakota Wealth Management
Florida
$960K