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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
HT
1001
Headlands Technologies
Illinois
$323K
CWA
1002
Crux Wealth Advisors
California
$320K
PMSA
1003
Patrick M. Sweeney & Associates
Illinois
$320K
CS
1004
Cannell & Spears
New York
$318K
WAS
1005
Winch Advisory Services
Wisconsin
$318K
QFA
1006
Quattro Financial Advisors
Texas
$318K
Vontobel Holding
1007
Vontobel Holding
Switzerland
$314K
EWM
1008
EPG Wealth Management
Georgia
$314K
WMP
1009
Wealth Management Partners
Arizona
$312K
LMKC
1010
L.M. Kohn & Company
Ohio
$312K
LPAM
1011
Lodestar Private Asset Management
California
$312K
SC
1012
Sepio Capital
Utah
$309K
AG
1013
AlTi Global
New York
$309K
HPC
1014
HM Payson & Co
Maine
$308K
KCIC
1015
Kuhn & Co Investment Counsel
Illinois
$307K
CCG
1016
Cypress Capital Group
Florida
$307K
FFG
1017
Fortress Financial Group
Minnesota
$307K
PNC
1018
Park National Corp
Ohio
$305K
CIC
1019
Chilton Investment Company
Connecticut
$302K
AWM
1020
Able Wealth Management
New Jersey
$301K
B
1021
Bailard
California
$299K
CMMS
1022
Comprehensive Money Management Services
Florida
$298K
CSPIA
1023
Cary Street Partners Investment Advisory
Virginia
$297K
SCA
1024
STALEY CAPITAL ADVISERS
Pennsylvania
$297K
MCA
1025
Midwest Capital Advisors
Michigan
$296K