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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
ESB
1101
Essex Savings Bank
Connecticut
$217K
NF
1102
Nvest Financial
New Hampshire
$216K
SAM
1103
Seelaus Asset Management
New Jersey
$216K
MWM
1104
MGB Wealth Management
Texas
$215K
AWS
1105
Aspen Wealth Strategies
Colorado
$215K
LWA
1106
LifeGoal Wealth Advisors
New York
$215K
BHWA
1107
Beacon Harbor Wealth Advisors
Virginia
$214K
MWA
1108
MN Wealth Advisors
Kansas
$213K
GWS
1109
Greykasell Wealth Strategies
California
$213K
C
1110
Certuity
Florida
$212K
FIC
1111
Family Investment Center
Missouri
$212K
WAM
1112
Weatherly Asset Management
California
$212K
Millennium Management
1113
Millennium Management
New York
$211K
VC
1114
Veracity Capital
Georgia
$211K
SH
1115
SLT Holdings
Arizona
$211K
MQWP
1116
Morey & Quinn Wealth Partners
Nebraska
$209K
WFS
1117
Walker Financial Services
Kentucky
$209K
TCWM
1118
Total Clarity Wealth Management
Illinois
$208K
RWP
1119
Ridgecrest Wealth Partners
California
$208K
HCA
1120
Heck Capital Advisors
Wisconsin
$207K
KCFA
1121
Key Client Fiduciary Advisors
New Jersey
$206K
FF
1122
Friday Financial
Iowa
$206K
WWG
1123
West Wealth Group
California
$204K
3IP
1124
3Chopt Investment Partners
Virginia
$204K
NW
1125
Naviter Wealth
Arkansas
$204K