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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
LWMNY
1076
Landmark Wealth Management (New York)
New York
$247K
PM
1077
Penbrook Management
New York
$247K
RZH
1078
Relyea Zuckerberg Hanson
Connecticut
$246K
BBA
1079
BLB&B Advisors
Pennsylvania
$244K
EMAM
1080
Encompass More Asset Management
California
$243K
KIM
1081
Kane Investment Management
California
$241K
KWM
1082
Koa Wealth Management
California
$241K
HKIMG
1083
Hutchens & Kramer Investment Management Group
Indiana
$237K
SAS
1084
Sage Advisory Services
Texas
$236K
FFG
1085
Fortem Financial Group
California
$233K
FFM
1086
Forum Financial Management
Illinois
$232K
MMA
1087
Miracle Mile Advisors
California
$232K
PWM
1088
Palacios Wealth Management
Florida
$232K
FNT
1089
First National Trust
Pennsylvania
$231K
PWPS
1090
Pinnacle Wealth Planning Services
Ohio
$230K
FA
1091
Fedenia Advisers
Wisconsin
$229K
TA
1092
TFB Advisors
Kansas
$229K
WAS
1093
WESPAC Advisors SoCal
California
$229K
GLR
1094
Great Lakes Retirement
Ohio
$226K
DFA
1095
Davies Financial Advisors
California
$226K
MWM
1096
Maridea Wealth Management
New York
$222K
AWS
1097
Aspen Wealth Strategies
Colorado
$221K
KLCM
1098
KG&L Capital Management
Louisiana
$221K
NF
1099
Nvest Financial
New Hampshire
$220K
CHAM
1100
Clear Harbor Asset Management
Connecticut
$220K