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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
FA
951
Fiduciary Alliance
South Carolina
$405K
CCT
952
Capital City Trust
Florida
$404K
FWA
953
FSC Wealth Advisors
New York
$404K
CCA
954
Corps Capital Advisors
Texas
$402K
TC
955
TAGStone Capital
North Carolina
$401K
APW
956
Atlantic Private Wealth
North Carolina
$400K
TWM
957
Tanglewood Wealth Management
Texas
$400K
SEP
958
Southland Equity Partners
Missouri
$396K
RWP
959
Reliant Wealth Planning
Kentucky
$396K
ICM
960
IMS Capital Management
Oregon
$394K
PGF
961
Plan Group Financial
Oklahoma
$394K
LBC
962
Leigh Baldwin & Co
New York
$392K
ML
963
McAdam LLC
Pennsylvania
$391K
OPWM
964
Oregon Pacific Wealth Management
Oregon
$391K
PAM
965
PVG Asset Management
Colorado
$390K
RFA
966
Rollins Financial Advisors
New York
$383K
ACM
967
Aurdan Capital Management
Pennsylvania
$381K
WFPG
968
Waller Financial Planning Group
Ohio
$378K
PPC
969
Park Place Capital
Alabama
$374K
SP
970
Stablepoint Partners
Massachusetts
$373K
SAF
971
Smith Anglin Financial
Texas
$373K
OPCM
972
Osborne Partners Capital Management
California
$373K
WIM
973
Westside Investment Management
California
$367K
BSSFA
974
Baron Silver Stevens Financial Advisors
Florida
$367K
NYLIM
975
New York Life Investment Management
New York
$366K