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JPMorgan Equity Premium Income ETF

1,281 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, 653 increasing their positions, 418 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: $

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$307M)

1.29% less ownership

Funds ownership: 44.34%43.05% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 141123 (-18)

Holders
1,281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
123
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
VCM
926
Vivaldi Capital Management
Illinois
$476K
BIG
927
Brookwood Investment Group
Arizona
$476K
NB
928
NBT Bank
New York
$475K
TF
929
Tompkins Financial
New York
$471K
QWM
930
Quadcap Wealth Management
Texas
$471K
FWA
931
FSC Wealth Advisors
New York
$469K
GI
932
GAMMA Investing
California
$467K
SEA
933
Stegent Equity Advisors
Texas
$466K
PWAM
934
Private Wealth Asset Management
Iowa
$461K
VFA
935
Valeo Financial Advisors
Indiana
$458K
BWG
936
Beta Wealth Group
California
$454K
CWA
937
Consilium Wealth Advisory
Texas
$452K
ATS
938
Ashton Thomas Securities
New York
$450K
PNC
939
Park National Corp
Ohio
$443K
HFRG
940
Houlihan Financial Resource Group
Virginia
$441K
AI
941
Accredited Investors
Minnesota
$440K
WFPG
942
Waller Financial Planning Group
Ohio
$437K
TYCC
943
Texas Yale Capital Corp
Florida
$437K
TDC
944
Thompson Davis & Co
Virginia
$433K
MWM
945
Mission Wealth Management
California
$432K
FSBI
946
Fearless Solutions (Best Invest)
Texas
$430K
LWM
947
Liberty Wealth Management
California
$430K
SI
948
SimpliFi Inc
California
$428K
BJL
949
Brighton Jones LLC
Washington
$425K
CIA
950
Choate Investment Advisors
Massachusetts
$425K