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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
IBOK
801
Independence Bank of Kentucky
Kentucky
$727K
FGA
802
Fortis Group Advisors
New Jersey
$726K
FFA
803
Florida Financial Advisors
Florida
$724K
WB
804
West Bancorporation
Iowa
$722K
AI
805
Auour Investments
Massachusetts
$722K
HAP
806
Harbor Asset Planning
Massachusetts
$722K
EFA
807
Edge Financial Advisors
Illinois
$720K
MGIA
808
Moneta Group Investment Advisors
Missouri
$715K
AWM
809
AllSquare Wealth Management
New York
$713K
LWA
810
Lineweaver Wealth Advisors
Ohio
$710K
OPWM
811
Oxinas Partners Wealth Management
Indiana
$709K
CRWM
812
Castle Rock Wealth Management
California
$707K
LWM
813
Lakeridge Wealth Management
Ohio
$707K
IAA
814
Independence Asset Advisors
Pennsylvania
$706K
GAM
815
Grandview Asset Management
Pennsylvania
$704K
NWA
816
Navis Wealth Advisors
New York
$703K
DIM
817
Delta Investment Management
California
$702K
PFA
818
Pure Financial Advisors
California
$696K
LA
819
Latitude Advisors
Florida
$696K
APW
820
Atlantic Private Wealth
North Carolina
$688K
BRG
821
Bay Rivers Group
Virginia
$687K
ZBNA
822
Zions Bancorporation, National Association
Utah
$685K
MA
823
Mezzasalma Advisors
New Jersey
$681K
SAI
824
Savvy Advisors Inc
New York
$680K
WB
825
WesBanco Bank
West Virginia
$677K