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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
OAS
1126
Optivise Advisory Services
Tennessee
$202K
CHAM
1127
Clear Harbor Asset Management
Connecticut
$202K
BL
1128
BFSG LLC
California
$201K
FCP
1129
Fidelis Capital Partners
Florida
$201K
FGC
1130
Financial Gravity Companies
Texas
$199K
RBC
1131
Roble Belko & Company
Pennsylvania
$199K
PTC
1132
Private Trust Company
Ohio
$195K
FP
1133
Financial Perspectives
Minnesota
$190K
BBPWM
1134
Blue Bell Private Wealth Management
Pennsylvania
$188K
HBW
1135
Hazlett, Burt & Watson
West Virginia
$186K
CFD
1136
Creative Financial Designs
Indiana
$173K
TPCW
1137
TD Private Client Wealth
New York
$169K
ST
1138
Smithfield Trust
Pennsylvania
$160K
PB
1139
Pinnacle Bancorp
Nebraska
$159K
SSA
1140
SSA Swiss Advisors
$152K
BHWM
1141
Beaird Harris Wealth Management
Texas
$147K
MEG
1142
Millstone Evans Group
Colorado
$145K
BBHC
1143
Brown Brothers Harriman & Co
New York
$143K
JWA
1144
JFS Wealth Advisors
Pennsylvania
$142K
WSC
1145
Wellington Shields & Co
New York
$142K
AT
1146
Arlington Trust
Alabama
$142K
ACM
1147
Anfield Capital Management
California
$132K
FDCDDQ
1148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$130K
CMA
1149
Cedar Mountain Advisors
Oregon
$128K
FHA
1150
First Horizon Advisors
Tennessee
$126K