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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
RDWM
1026
Red Door Wealth Management
Tennessee
$294K
NAS
1027
Nicolet Advisory Services
Wisconsin
$294K
CA
1028
Carson Advisory
Georgia
$294K
GFPC
1029
Global Financial Private Client
Florida
$292K
MCFP
1030
Mallini Complete Financial Planning
Florida
$291K
DFA
1031
Davies Financial Advisors
California
$290K
OWM
1032
Orgel Wealth Management
Wisconsin
$289K
BAM
1033
BOS Asset Management
Illinois
$286K
HCM
1034
Hengehold Capital Management
Ohio
$286K
CMS
1035
Capital Market Strategies
Florida
$286K
SW
1036
Solidarity Wealth
Utah
$285K
CPA
1037
Clear Point Advisors
New York
$285K
JLBC
1038
J.L. Bainbridge & Co
Florida
$284K
CCC
1039
Chelsea Counsel Company
California
$283K
VFA
1040
Valeo Financial Advisors
Indiana
$282K
RAS
1041
RPS Advisory Solutions
Kentucky
$281K
TWA
1042
Talisman Wealth Advisors
New Jersey
$280K
SWA
1043
Strategies Wealth Advisors
Michigan
$279K
HI
1044
Hudock Inc
Pennsylvania
$278K
MF
1045
Meridian Financial
Massachusetts
$277K
DCM
1046
Dudley Capital Management
Virginia
$277K
AFAS
1047
Acorn Financial Advisory Services
Virginia
$277K
MSAM
1048
Moloney Securities Asset Management
Missouri
$276K
TPW
1049
Talon Private Wealth
Florida
$274K
MWM
1050
MFG Wealth Management
Indiana
$274K