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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
NCM
826
Novare Capital Management
North Carolina
$710K
AWM
827
AllSquare Wealth Management
New York
$705K
AFC
828
AFT Forsyth & Company
Florida
$704K
MWP
829
Madison Wealth Partners
Wisconsin
$704K
LWM
830
Lakeridge Wealth Management
Ohio
$696K
LWM
831
Lionsbridge Wealth Management
Florida
$694K
FG
832
Fiduciary Group
Georgia
$684K
MAMG
833
Milestone Asset Management Group
Connecticut
$682K
RFC
834
Regions Financial Corp
Alabama
$671K
FGA
835
Fortis Group Advisors
New Jersey
$671K
WB
836
West Bancorporation
Iowa
$669K
OWP
837
ORG Wealth Partners
Texas
$669K
DWG
838
Darden Wealth Group
Michigan
$668K
CAP
839
Columbia Advisory Partners
Washington
$666K
ACP
840
Arcus Capital Partners
Georgia
$653K
FFG
841
Fiduciary Financial Group
California
$643K
JSW
842
Journey Strategic Wealth
New Jersey
$643K
SWR
843
Spahn Wealth & Retirement
Arizona
$641K
FVWA
844
Foster Victor Wealth Advisors
South Carolina
$641K
FCBT
845
First Citizens Bank & Trust
North Carolina
$636K
CGH
846
Crossmark Global Holdings
Texas
$635K
FPCP
847
Fort Point Capital Partners
California
$628K
HZ
848
Hixon Zuercher
Ohio
$628K
DA
849
Detalus Advisors
Missouri
$627K
AFM
850
Armstrong Fleming & Moore
District of Columbia
$621K