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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
NL
751
NVWM LLC
Pennsylvania
$952K
SFG
752
SNS Financial Group
Minnesota
$951K
SIM
753
Studio Investment Management
Illinois
$943K
WTC
754
WhitTier Trust Company
Nevada
$940K
ATS
755
Ashton Thomas Securities
New York
$933K
BCP
756
Blue Chip Partners
Michigan
$930K
ACP
757
Argyle Capital Partners
California
$927K
MLRA
758
Main Line Retirement Advisors
Montana
$925K
JWM
759
Jupiter Wealth Management
Colorado
$921K
TA
760
Tactive Advisors
Florida
$919K
SWIM
761
Smallwood Wealth Investment Management
New Jersey
$917K
DPI
762
Diversified Portfolios Inc
Michigan
$915K
IA
763
IAM Advisory
Pennsylvania
$910K
RCWM
764
Red Crane Wealth Management
California
$906K
BMWM
765
Brown Miller Wealth Management
Virginia
$903K
LWA
766
Lineweaver Wealth Advisors
Ohio
$894K
CP
767
Camelot Portfolios
Ohio
$893K
DA
768
Dover Advisors
Virginia
$887K
IAA
769
Independence Asset Advisors
Pennsylvania
$880K
MCM
770
Monument Capital Management
Virginia
$872K
III
771
Independent Investors Inc
New York
$871K
CAL
772
Capital Advisors Ltd
Ohio
$868K
MAG
773
MRA Advisory Group
New Jersey
$860K
ZBNA
774
Zions Bancorporation, National Association
Utah
$853K
BONH
775
Bank of New Hampshire
New Hampshire
$853K