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JPMorgan Equity Premium Income ETF

1,274 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, 659 increasing their positions, 408 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 (+$226M)

1.2% less ownership

Funds ownership: 45.52%44.32% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 156140 (-16)

Holders
1,274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
140
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
LI
901
LVZ Inc
Michigan
$497K
CT
902
Colonial Trust
South Carolina
$497K
SA
903
Sincerus Advisory
New York
$492K
VCM
904
Vivaldi Capital Management
Illinois
$491K
NB
905
NBT Bank
New York
$491K
BPWM
906
Badgley Phelps Wealth Managers
Washington
$491K
WCM
907
Wealthcare Capital Management
Virginia
$488K
AFG
908
Atomi Financial Group
New York
$487K
CWA
909
Canvas Wealth Advisors
Kansas
$484K
FAM
910
Formidable Asset Management
Ohio
$483K
AF
911
Apollon Financial
South Carolina
$482K
NA
912
Nautilus Advisors
California
$482K
MAWA
913
Moss Adams Wealth Advisors
Washington
$478K
RWM
914
Riverchase Wealth Management
Texas
$476K
S
915
SignatureFD
Georgia
$468K
PAM
916
Pegasus Asset Management
New York
$468K
MFP
917
Meridian Financial Partners
Virginia
$468K
CFP
918
Comprehensive Financial Planning
Pennsylvania
$465K
LFA
919
Laraway Financial Advisors
Minnesota
$465K
SEA
920
Stegent Equity Advisors
Texas
$465K
WOSD
921
WFA of San Diego
California
$464K
CAG
922
Csenge Advisory Group
Florida
$464K
WLPWM
923
Walled Lake Planning & Wealth Management
Illinois
$462K
MW
924
Marks Wealth
Maryland
$458K
PWAM
925
Private Wealth Asset Management
Iowa
$455K