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JPMorgan Equity Premium Income ETF

1,272 hedge funds and large institutions have $17.8B invested in JPMorgan Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 648 increasing their positions, 416 reducing their positions, and 79 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: $

less funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$322M)

1.33% less ownership

Funds ownership: 44.31%42.99% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 139122 (-17)

Holders
1,272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
122
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.1M
Puts
$35.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1001
Samalin Investment Counsel
New York
$334K
VWM
1002
Venturi Wealth Management
Texas
$331K
EFG
1003
Embree Financial Group
Illinois
$330K
AWM
1004
Accel Wealth Management
Iowa
$329K
WIC
1005
Woodmont Investment Counsel
Tennessee
$329K
CWA
1006
Crux Wealth Advisors
California
$328K
NAS
1007
Nicolet Advisory Services
Wisconsin
$327K
HT
1008
Headlands Technologies
Illinois
$325K
CWM
1009
Collaborative Wealth Management
Florida
$324K
DIA
1010
Dana Investment Advisors
Wisconsin
$324K
FFG
1011
Fortress Financial Group
Minnesota
$322K
CB
1012
Chris Bulman
California
$321K
CGA
1013
Crescent Grove Advisors
Illinois
$321K
CS
1014
Cannell & Spears
New York
$320K
QFA
1015
Quattro Financial Advisors
Texas
$320K
HCM
1016
Hengehold Capital Management
Ohio
$318K
LPAM
1017
Lodestar Private Asset Management
California
$313K
LMKC
1018
L.M. Kohn & Company
Ohio
$312K
TWA
1019
Talisman Wealth Advisors
New Jersey
$311K
EWP
1020
Equity Wealth Partners
Missouri
$311K
MHWM
1021
Montz Harcus Wealth Management
Louisiana
$310K
CMMS
1022
Comprehensive Money Management Services
Florida
$310K
HPC
1023
HM Payson & Co
Maine
$310K
CPA
1024
Clear Point Advisors
New York
$309K
CCG
1025
Cypress Capital Group
Florida
$308K