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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
CFP
901
Comprehensive Financial Planning
Pennsylvania
$497K
FA
902
Fiduciary Alliance
South Carolina
$497K
VCM
903
Virtue Capital Management
Tennessee
$496K
RWP
904
Reliant Wealth Planning
Kentucky
$495K
National Bank of Canada
905
National Bank of Canada
Quebec, Canada
$494K
LAM
906
L2 Asset Management
Massachusetts
$493K
SA
907
Sincerus Advisory
New York
$491K
4WM
908
4J Wealth Management
Virginia
$491K
CB
909
Commerce Bank
Missouri
$487K
SMF
910
Sterling Manor Financial
New York
$484K
CPP
911
Capasso Planning Partners
South Carolina
$482K
RWM
912
Riverchase Wealth Management
Texas
$482K
LI
913
LVZ Inc
Michigan
$480K
CFS
914
CRA Financial Services
New Jersey
$480K
EP
915
Edgestream Partners
New Jersey
$480K
AFA
916
American Financial Advisors
Georgia
$478K
SFG
917
Shum Financial Group
California
$477K
MWM
918
Modera Wealth Management
New Jersey
$476K
RIA
919
Realta Investment Advisors
Delaware
$476K
VCM
920
Vivaldi Capital Management
Illinois
$476K
BIG
921
Brookwood Investment Group
Arizona
$476K
NB
922
NBT Bank
New York
$475K
TF
923
Tompkins Financial
New York
$471K
QWM
924
Quadcap Wealth Management
Texas
$471K
FWA
925
FSC Wealth Advisors
New York
$469K