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JPMorgan Equity Premium Income ETF

1,281 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, 653 increasing their positions, 418 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: $

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$307M)

1.29% less ownership

Funds ownership: 44.34%43.05% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 141123 (-18)

Holders
1,281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
123
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
RA
801
Rockingstone Advisors
Massachusetts
$749K
CCIA
802
Cherry Creek Investment Advisors
Colorado
$746K
WSCM
803
Wellington Shields Capital Management
New York
$738K
MAMG
804
Milestone Asset Management Group
Connecticut
$735K
MWP
805
Madison Wealth Partners
Wisconsin
$734K
IBOK
806
Independence Bank of Kentucky
Kentucky
$727K
FGA
807
Fortis Group Advisors
New Jersey
$726K
FFA
808
Florida Financial Advisors
Florida
$724K
WB
809
West Bancorporation
Iowa
$722K
AI
810
Auour Investments
Massachusetts
$722K
HAP
811
Harbor Asset Planning
Massachusetts
$722K
EFA
812
Edge Financial Advisors
Illinois
$720K
MGIA
813
Moneta Group Investment Advisors
Missouri
$715K
AWM
814
AllSquare Wealth Management
New York
$713K
LWA
815
Lineweaver Wealth Advisors
Ohio
$710K
OPWM
816
Oxinas Partners Wealth Management
Indiana
$709K
CRWM
817
Castle Rock Wealth Management
California
$707K
LWM
818
Lakeridge Wealth Management
Ohio
$707K
IAA
819
Independence Asset Advisors
Pennsylvania
$706K
GAM
820
Grandview Asset Management
Pennsylvania
$704K
NWA
821
Navis Wealth Advisors
New York
$703K
DIM
822
Delta Investment Management
California
$702K
PFA
823
Pure Financial Advisors
California
$696K
LA
824
Latitude Advisors
Florida
$696K
APW
825
Atlantic Private Wealth
North Carolina
$688K