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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
WAS
1001
Winch Advisory Services
Wisconsin
$318K
QFA
1002
Quattro Financial Advisors
Texas
$318K
Vontobel Holding
1003
Vontobel Holding
Switzerland
$314K
EWM
1004
EPG Wealth Management
Georgia
$314K
WMP
1005
Wealth Management Partners
Arizona
$312K
LMKC
1006
L.M. Kohn & Company
Ohio
$312K
LPAM
1007
Lodestar Private Asset Management
California
$312K
SC
1008
Sepio Capital
Utah
$309K
AG
1009
AlTi Global
New York
$309K
HPC
1010
HM Payson & Co
Maine
$308K
KCIC
1011
Kuhn & Co Investment Counsel
Illinois
$307K
CCG
1012
Cypress Capital Group
Florida
$307K
FFG
1013
Fortress Financial Group
Minnesota
$307K
PNC
1014
Park National Corp
Ohio
$305K
CIC
1015
Chilton Investment Company
Connecticut
$302K
AWM
1016
Able Wealth Management
New Jersey
$301K
B
1017
Bailard
California
$299K
CMMS
1018
Comprehensive Money Management Services
Florida
$298K
CSPIA
1019
Cary Street Partners Investment Advisory
Virginia
$297K
SCA
1020
STALEY CAPITAL ADVISERS
Pennsylvania
$297K
MCA
1021
Midwest Capital Advisors
Michigan
$296K
RDWM
1022
Red Door Wealth Management
Tennessee
$294K
NAS
1023
Nicolet Advisory Services
Wisconsin
$294K
CA
1024
Carson Advisory
Georgia
$294K
GFPC
1025
Global Financial Private Client
Florida
$292K