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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
WSFS
1051
Wilmington Savings Fund Society
Delaware
$275K
SWRP
1052
Summit Wealth & Retirement Planning
California
$275K
BWM
1053
BCS Wealth Management
Tennessee
$271K
STA
1054
Smith Thornton Advisors
Alabama
$271K
AG
1055
AlTi Global
New York
$270K
RAS
1056
RPS Advisory Solutions
Kentucky
$267K
SC
1057
Sepio Capital
Utah
$264K
NDSI
1058
Newman Dignan & Sheerar Inc
Rhode Island
$263K
I2I
1059
Insight 2811 Inc
Illinois
$263K
CCWM
1060
Cassaday & Co Wealth Management
Virginia
$262K
GEA
1061
Glen Eagle Advisors
New Jersey
$259K
BA
1062
Bridgewater Advisors
New York
$258K
QFW
1063
QTR Family Wealth
Florida
$257K
T
1064
Transce3nd
Texas
$257K
SAG
1065
SageView Advisory Group
California
$256K
EWA
1066
Exencial Wealth Advisors
Oklahoma
$256K
AB
1067
Atlas Brown
Kentucky
$256K
SCG
1068
Sonata Capital Group
Washington
$255K
MFG
1069
Midwest Financial Group
Kansas
$254K
WG
1070
Welch Group
Alabama
$254K
QCIG
1071
Quad-Cities Investment Group
Iowa
$253K
NA
1072
Nautilus Advisors
California
$252K
CJ
1073
Caitlin John
Michigan
$250K
PP
1074
Patron Partners
Texas
$250K
OC
1075
Oarsman Capital
Wisconsin
$247K