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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
GS
776
GWN Securities
Florida
$823K
EWM
777
Evercore Wealth Management
New York
$818K
SFWC
778
Strategic Family Wealth Counselors
New Jersey
$815K
RWS
779
Resolute Wealth Strategies
Mississippi
$810K
CWP
780
Cyndeo Wealth Partners
Florida
$808K
FG
781
Fiduciary Group
Georgia
$798K
MAG
782
MRA Advisory Group
New Jersey
$797K
LB
783
Legacy Bridge
Iowa
$794K
CAL
784
Capital Advisors Ltd
Ohio
$792K
FA
785
Fountainhead AM
New Jersey
$790K
MCM
786
Monument Capital Management
Virginia
$786K
SMH
787
Sanders Morris Harris
Texas
$782K
BCG
788
Bravias Capital Group
New Jersey
$777K
RCWM
789
Red Crane Wealth Management
California
$773K
FCFC
790
First Commonwealth Financial Corp
Pennsylvania
$770K
EWM
791
Elevatus Welath Management
New York
$769K
BWP
792
Balboa Wealth Partners
Arizona
$765K
AWA
793
Arete Wealth Advisors
Illinois
$758K
CFS
794
Commonwealth Financial Services
West Virginia
$753K
AWAP
795
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$750K
RA
796
Rockingstone Advisors
Massachusetts
$749K
CCIA
797
Cherry Creek Investment Advisors
Colorado
$746K
WSCM
798
Wellington Shields Capital Management
New York
$738K
MAMG
799
Milestone Asset Management Group
Connecticut
$735K
MWP
800
Madison Wealth Partners
Wisconsin
$734K