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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
MCFP
1026
Mallini Complete Financial Planning
Florida
$291K
DFA
1027
Davies Financial Advisors
California
$290K
OWM
1028
Orgel Wealth Management
Wisconsin
$289K
BAM
1029
BOS Asset Management
Illinois
$286K
HCM
1030
Hengehold Capital Management
Ohio
$286K
CMS
1031
Capital Market Strategies
Florida
$286K
SW
1032
Solidarity Wealth
Utah
$285K
CPA
1033
Clear Point Advisors
New York
$285K
JLBC
1034
J.L. Bainbridge & Co
Florida
$284K
CCC
1035
Chelsea Counsel Company
California
$283K
VFA
1036
Valeo Financial Advisors
Indiana
$282K
RAS
1037
RPS Advisory Solutions
Kentucky
$281K
TWA
1038
Talisman Wealth Advisors
New Jersey
$280K
SWA
1039
Strategies Wealth Advisors
Michigan
$279K
HI
1040
Hudock Inc
Pennsylvania
$278K
MF
1041
Meridian Financial
Massachusetts
$277K
DCM
1042
Dudley Capital Management
Virginia
$277K
AFAS
1043
Acorn Financial Advisory Services
Virginia
$277K
MSAM
1044
Moloney Securities Asset Management
Missouri
$276K
TPW
1045
Talon Private Wealth
Florida
$274K
MWM
1046
MFG Wealth Management
Indiana
$274K
SWRP
1047
Summit Wealth & Retirement Planning
California
$273K
KP
1048
Keel Point
Alabama
$271K
Fisher Asset Management
1049
Fisher Asset Management
Washington
$269K
ACA
1050
Atlas Capital Advisors
Wyoming
$266K