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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
NB
901
NBT Bank
New York
$491K
BPWM
902
Badgley Phelps Wealth Managers
Washington
$491K
WCM
903
Wealthcare Capital Management
Virginia
$488K
AFG
904
Atomi Financial Group
New York
$487K
CWA
905
Canvas Wealth Advisors
Kansas
$484K
FAM
906
Formidable Asset Management
Ohio
$483K
AF
907
Apollon Financial
South Carolina
$482K
NA
908
Nautilus Advisors
California
$482K
MAWA
909
Moss Adams Wealth Advisors
Washington
$478K
RWM
910
Riverchase Wealth Management
Texas
$476K
S
911
SignatureFD
Georgia
$468K
PAM
912
Pegasus Asset Management
New York
$468K
MFP
913
Meridian Financial Partners
Virginia
$468K
CFP
914
Comprehensive Financial Planning
Pennsylvania
$465K
LFA
915
Laraway Financial Advisors
Minnesota
$465K
SEA
916
Stegent Equity Advisors
Texas
$465K
WOSD
917
WFA of San Diego
California
$464K
CAG
918
Csenge Advisory Group
Florida
$464K
WLPWM
919
Walled Lake Planning & Wealth Management
Illinois
$462K
MW
920
Marks Wealth
Maryland
$458K
PWAM
921
Private Wealth Asset Management
Iowa
$455K
CPP
922
Capasso Planning Partners
South Carolina
$454K
TF
923
Tompkins Financial
New York
$450K
CWA
924
Consilium Wealth Advisory
Texas
$448K
SIC
925
Samalin Investment Counsel
New York
$447K