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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
EWM
851
Elevatus Welath Management
New York
$615K
KPWG
852
KFA Private Wealth Group
Virginia
$615K
SFA
853
Souders Financial Advisors
Ohio
$612K
CIA
854
Compass Ion Advisors
Pennsylvania
$609K
CFA
855
Capstone Financial Advisors
Illinois
$608K
SA
856
Strategic Advisors
New York
$608K
BRG
857
Bay Rivers Group
Virginia
$602K
National Bank of Canada
858
National Bank of Canada
Quebec, Canada
$600K
FWM
859
Fortress Wealth Management
California
$599K
PTP
860
Platform Technology Partners
New York
$598K
CP
861
Capital Planning
Washington
$597K
HH
862
Hilltop Holdings
Texas
$595K
MWM
863
Mascoma Wealth Management
New Hampshire
$595K
WSFS
864
Wilmington Savings Fund Society
Delaware
$593K
CA
865
CGN Advisors
Kansas
$591K
QWM
866
Quadcap Wealth Management
Texas
$589K
AMM
867
American Money Management
California
$589K
PCA
868
Prosperity Capital Advisors
Ohio
$588K
ACA
869
Ascension Capital Advisors
Texas
$587K
OCM
870
One Capital Management
California
$581K
MWM
871
Mascagni Wealth Management
Mississippi
$581K
ACA
872
American Capital Advisory
Idaho
$574K
MWM
873
Mattern Wealth Management
Kansas
$573K
TC
874
Trust Company
Kansas
$569K
SFWC
875
Strategic Family Wealth Counselors
New Jersey
$564K