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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
MPWS
926
McCarter Private Wealth Services
Massachusetts
$443K
NWM
927
Napa Wealth Management
California
$443K
Qube Research & Technologies (QRT)
928
Qube Research & Technologies (QRT)
United Kingdom
$442K
HFS
929
Hantz Financial Services
Michigan
$442K
AWM
930
Accel Wealth Management
Iowa
$439K
AWM
931
Atticus Wealth Management
Florida
$438K
NA
932
Novus Advisors
South Carolina
$438K
PFA
933
Pinnacle Family Advisors
Missouri
$437K
CB
934
Commerce Bank
Missouri
$436K
AI
935
Accredited Investors
Minnesota
$431K
FSBI
936
Fearless Solutions (Best Invest)
Texas
$430K
MAM
937
Morse Asset Management
Connecticut
$429K
FCA
938
Fortis Capital Advisors
Kansas
$425K
TNBTD
939
Trustmark National Bank Trust Department
Mississippi
$423K
CIA
940
Choate Investment Advisors
Massachusetts
$423K
SI
941
SimpliFi Inc
California
$418K
FPL
942
Fortress Private Ledger
North Carolina
$417K
AA
943
Armis Advisers
Georgia
$415K
EWM
944
Endowment Wealth Management
Wisconsin
$414K
SYBT
945
Stock Yards Bank & Trust
Kentucky
$411K
FNBT
946
FineMark National Bank & Trust
Florida
$411K
EFG
947
Embree Financial Group
Illinois
$407K
M&T Bank
948
M&T Bank
New York
$406K
SL
949
Sentinus LLC
Illinois
$406K
XT
950
XTX Topco
Cayman Islands
$405K