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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, 648 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 (-$322M)

1.33% less ownership

Funds ownership: 44.31%42.99% (-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
MWM
726
Marion Wealth Management
Pennsylvania
$1.04M
ACP
727
Argyle Capital Partners
California
$1.04M
SFG
728
SNS Financial Group
Minnesota
$1.01M
MAM
729
Mainsail Asset Management
Alabama
$995K
EFL
730
ERn Financial LLC
Wisconsin
$994K
WKSWA
731
White Knight Strategic Wealth Advisors
New Jersey
$994K
WIA
732
Westbourne Investment Advisors
Maryland
$994K
ACM
733
Advance Capital Management
Michigan
$993K
PCM
734
Pointe Capital Management
Michigan
$990K
FWP
735
Falcon Wealth Planning
California
$987K
SIM
736
Studio Investment Management
Illinois
$975K
SA
737
Strategic Advisors
New York
$969K
ACP
738
Aviance Capital Partners
Florida
$968K
WTC
739
WhitTier Trust Company
Nevada
$966K
DWM
740
Dakota Wealth Management
Florida
$965K
CAM
741
Concorde Asset Management
Michigan
$959K
NL
742
NVWM LLC
Pennsylvania
$959K
DPI
743
Diversified Portfolios Inc
Michigan
$957K
TA
744
Tactive Advisors
Florida
$952K
BCM
745
Brasada Capital Management
Texas
$949K
MLRA
746
Main Line Retirement Advisors
Montana
$947K
FFG
747
Fiduciary Financial Group
California
$938K
JWM
748
Jupiter Wealth Management
Colorado
$928K
AFC
749
AFT Forsyth & Company
Florida
$925K
MFGM
750
Marshall Financial Group (Maryland)
Maryland
$918K