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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
SWRP
1051
Summit Wealth & Retirement Planning
California
$273K
KP
1052
Keel Point
Alabama
$271K
Fisher Asset Management
1053
Fisher Asset Management
Washington
$269K
ACA
1054
Atlas Capital Advisors
Wyoming
$266K
FFM
1055
Forum Financial Management
Illinois
$265K
MWG
1056
Martin Worley Group
Utah
$264K
CWM
1057
Collaborative Wealth Management
Florida
$263K
I2I
1058
Insight 2811 Inc
Illinois
$262K
OWA
1059
Outlook Wealth Advisors
Texas
$262K
NIWA
1060
New Insight Wealth Advisors
California
$260K
KWM
1061
Koa Wealth Management
California
$259K
QP
1062
Quartz Partners
New York
$258K
QFW
1063
QTR Family Wealth
Florida
$256K
VAG
1064
VisionPoint Advisory Group
Texas
$255K
AB
1065
Atlas Brown
Kentucky
$255K
GCM
1066
Gallacher Capital Management
Colorado
$255K
SCG
1067
Sonata Capital Group
Washington
$254K
RP
1068
Regal Partners
Australia
$253K
WG
1069
Welch Group
Alabama
$252K
STA
1070
Smith Thornton Advisors
Alabama
$251K
RWM
1071
RBA Wealth Management
California
$250K
KIM
1072
Kane Investment Management
California
$249K
SIA
1073
Soltis Investment Advisors
Utah
$249K
QCIG
1074
Quad-Cities Investment Group
Iowa
$248K
GEA
1075
Glen Eagle Advisors
New Jersey
$248K