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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
KFI
876
Key Financial Inc
Pennsylvania
$561K
BAM
877
BTS Asset Management
Massachusetts
$549K
FA
878
Fortis Advisors
Pennsylvania
$548K
FT
879
Fiduciary Trust
Massachusetts
$545K
CFG
880
Chapman Financial Group
Hawaii
$543K
PM
881
Penbrook Management
New York
$540K
SMH
882
Sanders Morris Harris
Texas
$539K
CPIA
883
Cornell Pochily Investment Advisors
New York
$537K
BBL
884
Beck Bode LLC
Massachusetts
$534K
JWWM
885
Johnson & White Wealth Management
Pennsylvania
$533K
First Trust Advisors
886
First Trust Advisors
Illinois
$529K
CCA
887
Coign Capital Advisors
Utah
$528K
CFP
888
Cascade Financial Partners
California
$527K
MWM
889
Modera Wealth Management
New Jersey
$525K
HIS
890
Harvest Investment Services
Illinois
$515K
CHJWM
891
Carlton Hofferkamp & Jenks Wealth Management
Texas
$509K
HC
892
Hurley Capital
New York
$507K
RCG
893
Regatta Capital Group
California
$505K
AFA
894
American Financial Advisors
Georgia
$505K
HFRG
895
Houlihan Financial Resource Group
Virginia
$503K
SMF
896
Sterling Manor Financial
New York
$502K
LI
897
LVZ Inc
Michigan
$497K
CT
898
Colonial Trust
South Carolina
$497K
SA
899
Sincerus Advisory
New York
$492K
VCM
900
Vivaldi Capital Management
Illinois
$491K