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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
O3W
726
Omni 360 Wealth
New Jersey
$1.07M
FLPIM
727
F.L. Putnam Investment Management
Massachusetts
$1.07M
CPA
728
Cardiff Park Advisors
California
$1.07M
EWA
729
Evolution Wealth Advisors
Florida
$1.07M
BTI
730
Blue Trust Inc
Georgia
$1.06M
MWM
731
Marion Wealth Management
Pennsylvania
$1.04M
ACP
732
Argyle Capital Partners
California
$1.04M
SFG
733
SNS Financial Group
Minnesota
$1.01M
MAM
734
Mainsail Asset Management
Alabama
$995K
EFL
735
ERn Financial LLC
Wisconsin
$994K
WKSWA
736
White Knight Strategic Wealth Advisors
New Jersey
$994K
WIA
737
Westbourne Investment Advisors
Maryland
$994K
ACM
738
Advance Capital Management
Michigan
$993K
PCM
739
Pointe Capital Management
Michigan
$990K
FWP
740
Falcon Wealth Planning
California
$987K
SIM
741
Studio Investment Management
Illinois
$975K
SA
742
Strategic Advisors
New York
$969K
ACP
743
Aviance Capital Partners
Florida
$968K
WTC
744
WhitTier Trust Company
Nevada
$966K
DWM
745
Dakota Wealth Management
Florida
$965K
CAM
746
Concorde Asset Management
Michigan
$959K
NL
747
NVWM LLC
Pennsylvania
$959K
DPI
748
Diversified Portfolios Inc
Michigan
$957K
TA
749
Tactive Advisors
Florida
$952K
BCM
750
Brasada Capital Management
Texas
$949K