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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
FCA
851
Fortis Capital Advisors
Kansas
$600K
MF
852
Meridian Financial
Massachusetts
$599K
MWM
853
Mascoma Wealth Management
New Hampshire
$598K
PTP
854
Platform Technology Partners
New York
$597K
CGH
855
Crossmark Global Holdings
Texas
$595K
CRC
856
Curi RMB Capital
Illinois
$591K
FCP
857
Fidelis Capital Partners
Florida
$591K
SSIM
858
Sheets Smith Investment Management
Texas
$589K
OCM
859
One Capital Management
California
$589K
Goldman Sachs
860
Goldman Sachs
New York
$588K
PAM
861
PVG Asset Management
Colorado
$588K
GS
862
GTS Securities
New York
$588K
FWM
863
Fortress Wealth Management
California
$586K
ACM
864
Aurdan Capital Management
Pennsylvania
$586K
ACA
865
Ascension Capital Advisors
Texas
$586K
AAS
866
Annex Advisory Services
Wisconsin
$583K
TL
867
Tradewinds LLC
North Carolina
$583K
AFAS
868
Acorn Financial Advisory Services
Virginia
$582K
SWM
869
Steinberganna Wealth Management
New York
$575K
TI
870
Tidal Investments
Wisconsin
$575K
TC
871
Trust Company
Kansas
$574K
QP
872
Quartz Partners
New York
$570K
LFA
873
Laraway Financial Advisors
Minnesota
$567K
AWM
874
Atticus Wealth Management
Florida
$565K
FAM
875
Formidable Asset Management
Ohio
$565K