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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
CAM
801
Columbia Asset Management
Michigan
$775K
LWL
802
Leo Wealth LLC
Texas
$766K
PCS
803
Personal CFO Solutions
New Jersey
$765K
CCIA
804
Cherry Creek Investment Advisors
Colorado
$759K
RA
805
Rockingstone Advisors
Massachusetts
$758K
HCMT
806
Highland Capital Management (Tennessee)
Tennessee
$756K
GS
807
GWN Securities
Florida
$756K
PFA
808
Pure Financial Advisors
California
$753K
AWP
809
Axis Wealth Partners
Rhode Island
$747K
AWAP
810
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$744K
AWA
811
Arete Wealth Advisors
Illinois
$741K
SAI
812
Savvy Advisors Inc
New York
$741K
WSCM
813
Wellington Shields Capital Management
New York
$735K
CRWM
814
Castle Rock Wealth Management
California
$734K
SIAG
815
Safeguard Investment Advisory Group
California
$733K
AWM
816
Activest Wealth Management
Florida
$733K
RFA
817
Reyes Financial Architecture
California
$731K
IBOK
818
Independence Bank of Kentucky
Kentucky
$727K
AI
819
Auour Investments
Massachusetts
$725K
TSWM
820
Tyler-Stone Wealth Management
Ohio
$723K
NWA
821
Navis Wealth Advisors
New York
$723K
CCP
822
Clarity Capital Partners
California
$718K
CRC
823
Curi RMB Capital
Illinois
$716K
TDC
824
Thompson Davis & Co
Virginia
$715K
TWP
825
Triad Wealth Partners
Kansas
$713K