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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
KCIC
1026
Kuhn & Co Investment Counsel
Illinois
$308K
GFPC
1027
Global Financial Private Client
Florida
$304K
EW
1028
Element Wealth
Mississippi
$303K
SCA
1029
STALEY CAPITAL ADVISERS
Pennsylvania
$302K
SPA
1030
Sentinel Pension Advisors
Massachusetts
$301K
SAM
1031
SP Asset Management
California
$301K
CA
1032
Carson Advisory
Georgia
$300K
AWM
1033
Able Wealth Management
New Jersey
$299K
CSPIA
1034
Cary Street Partners Investment Advisory
Virginia
$299K
MWP
1035
Meriwether Wealth & Planning
Louisiana
$298K
BAM
1036
BOS Asset Management
Illinois
$298K
VAG
1037
VisionPoint Advisory Group
Texas
$297K
NF
1038
NavPoint Financial
Minnesota
$294K
MCFP
1039
Mallini Complete Financial Planning
Florida
$292K
RDWM
1040
Red Door Wealth Management
Tennessee
$288K
SW
1041
Solidarity Wealth
Utah
$286K
ACM
1042
Adalta Capital Management
New York
$286K
WA
1043
WESPAC Advisors
California
$284K
JLBC
1044
J.L. Bainbridge & Co
Florida
$283K
WWG
1045
West Wealth Group
California
$282K
First Trust Advisors
1046
First Trust Advisors
Illinois
$281K
WFG
1047
Wills Financial Group
Virginia
$280K
HI
1048
Hudock Inc
Pennsylvania
$279K
CAG
1049
Csenge Advisory Group
Florida
$279K
DCM
1050
Dudley Capital Management
Virginia
$278K