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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
PCA
976
Private Capital Advisors
Connecticut
$363K
AA
977
Argent Advisors
Louisiana
$361K
PWM
978
Palacios Wealth Management
Florida
$361K
1WM
979
1900 Wealth Management
Texas
$356K
RIA
980
Realta Investment Advisors
Delaware
$355K
HSWM
981
Hubbell Strickland Wealth Management
Louisiana
$354K
MWP
982
Meriwether Wealth & Planning
Louisiana
$353K
AW
983
Alteri Wealth
California
$353K
MHWM
984
Montz Harcus Wealth Management
Louisiana
$351K
TYCC
985
Texas Yale Capital Corp
Florida
$350K
LAM
986
L2 Asset Management
Massachusetts
$349K
BBA
987
BLB&B Advisors
Pennsylvania
$347K
DIA
988
Dana Investment Advisors
Wisconsin
$338K
WFG
989
Wills Financial Group
Virginia
$336K
CFS
990
CRA Financial Services
New Jersey
$336K
MGIA
991
Moneta Group Investment Advisors
Missouri
$333K
JBA
992
Johnson Bixby & Associates
Washington
$332K
Legacy Financial Group (Iowa)
993
Legacy Financial Group (Iowa)
Iowa
$330K
WIC
994
Woodmont Investment Counsel
Tennessee
$327K
VWM
995
Venturi Wealth Management
Texas
$327K
CB
996
Chris Bulman
California
$325K
HT
997
Headlands Technologies
Illinois
$323K
CWA
998
Crux Wealth Advisors
California
$320K
PMSA
999
Patrick M. Sweeney & Associates
Illinois
$320K
CS
1000
Cannell & Spears
New York
$318K