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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
GI
926
GAMMA Investing
California
$467K
SEA
927
Stegent Equity Advisors
Texas
$466K
PWAM
928
Private Wealth Asset Management
Iowa
$461K
VFA
929
Valeo Financial Advisors
Indiana
$458K
BWG
930
Beta Wealth Group
California
$454K
CWA
931
Consilium Wealth Advisory
Texas
$452K
ATS
932
Ashton Thomas Securities
New York
$450K
PNC
933
Park National Corp
Ohio
$443K
HFRG
934
Houlihan Financial Resource Group
Virginia
$441K
AI
935
Accredited Investors
Minnesota
$440K
WFPG
936
Waller Financial Planning Group
Ohio
$437K
TYCC
937
Texas Yale Capital Corp
Florida
$437K
TDC
938
Thompson Davis & Co
Virginia
$433K
MWM
939
Mission Wealth Management
California
$432K
FSBI
940
Fearless Solutions (Best Invest)
Texas
$430K
LWM
941
Liberty Wealth Management
California
$430K
SI
942
SimpliFi Inc
California
$428K
BJL
943
Brighton Jones LLC
Washington
$425K
CIA
944
Choate Investment Advisors
Massachusetts
$425K
NCM
945
Novare Capital Management
North Carolina
$423K
BBL
946
Beck Bode LLC
Massachusetts
$418K
SYBT
947
Stock Yards Bank & Trust
Kentucky
$413K
TC
948
TAGStone Capital
North Carolina
$412K
CCT
949
Capital City Trust
Florida
$406K
SEP
950
Southland Equity Partners
Missouri
$405K