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JPMorgan Equity Premium Income ETF

1,274 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, 659 increasing their positions, 408 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 (+$226M)

1.2% less ownership

Funds ownership: 45.52%44.32% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 156140 (-16)

Holders
1,274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
140
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
ACA
76
Aptus Capital Advisors
Alabama
$29.2M
AWS
77
Atria Wealth Solutions
New York
$28.9M
CE
78
Cornerstone Enterprises
Wisconsin
$28.4M
HAS
79
Horizon Advisory Services
New York
$26.9M
BFG
80
Bouchey Financial Group
New York
$26.3M
BF
81
BOK Financial
Oklahoma
$25.3M
MCM
82
MAI Capital Management
Ohio
$24.9M
BPA
83
Beacon Pointe Advisors
California
$24.4M
IWC
84
Integrated Wealth Concepts
Massachusetts
$24.2M
Mariner
85
Mariner
Kansas
$24M
FMLI
86
Fukoku Mutual Life Insurance
Japan
$23.6M
LJCM
87
Lee Johnson Capital Management
Texas
$23.5M
WWM
88
Wagner Wealth Management
South Carolina
$23.4M
CFG
89
Cooper Financial Group
California
$23.2M
MT
90
Midwest Trust
Kansas
$23M
BCI
91
Brinker Capital Investments
Pennsylvania
$22.9M
PP
92
Patten & Patten
Tennessee
$22.4M
ACM
93
Advance Capital Management
Michigan
$22.3M
DC
94
Davenport & Co
Virginia
$22.2M
PWMAG
95
Pinnacle Wealth Management Advisory Group
New Jersey
$22M
SWM
96
SK Wealth Management
Rhode Island
$21.5M
WA
97
Waverly Advisors
Alabama
$21.5M
OFS
98
Orrstown Financial Services
Pennsylvania
$21.4M
TM
99
TigerOak Management
New Mexico
$21.1M
Comerica Bank
100
Comerica Bank
Texas
$21M