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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
TWM
751
Triton Wealth Management
Arizona
$915K
PCS
752
Personal CFO Solutions
New Jersey
$909K
IA
753
IAM Advisory
Pennsylvania
$908K
MFG
754
Menard Financial Group
Texas
$907K
TF
755
Tandem Financial
Colorado
$902K
VAS
756
Vestmark Advisory Solutions
Massachusetts
$877K
RFA
757
Reyes Financial Architecture
California
$873K
DWM
758
Drive Wealth Management
Utah
$872K
FVWA
759
Foster Victor Wealth Advisors
South Carolina
$872K
LSA
760
L & S Advisors
California
$870K
CA
761
CGN Advisors
Kansas
$869K
AFG
762
Atomi Financial Group
New York
$869K
III
763
Independent Investors Inc
New York
$869K
CLA
764
Carnegie Lake Advisors
New Jersey
$864K
TP
765
Tranquility Partners
Tennessee
$859K
BMCM
766
Bryn Mawr Capital Management
Pennsylvania
$858K
AWP
767
Axis Wealth Partners
Rhode Island
$857K
BONH
768
Bank of New Hampshire
New Hampshire
$857K
ACA
769
American Capital Advisory
Idaho
$854K
SA
770
Skyline Advisors
Washington
$840K
DA
771
Dover Advisors
Virginia
$833K
CFA
772
Capstone Financial Advisors
Illinois
$830K
TMWM
773
Taylor & Morgan Wealth Management
Michigan
$829K
CAP
774
Columbia Advisory Partners
Washington
$825K
EPW
775
Endeavor Private Wealth
Kansas
$824K