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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
RW
1126
Rede Wealth
Virginia
$200K
EBA
1127
Eagle Bay Advisors
New York
$200K
BL
1128
BFSG LLC
California
$197K
MWM
1129
MGB Wealth Management
Texas
$188K
BPAMU
1130
BTG Pactual Asset Management US
New York
$185K
PTC
1131
Private Trust Company
Ohio
$174K
HBW
1132
Hazlett, Burt & Watson
West Virginia
$168K
CFD
1133
Creative Financial Designs
Indiana
$167K
ST
1134
Smithfield Trust
Pennsylvania
$161K
PFA
1135
Pathway Financial Advisers
Indiana
$153K
SSA
1136
SSA Swiss Advisors
$152K
PWA
1137
Physician Wealth Advisors
Utah
$151K
JWA
1138
JFS Wealth Advisors
Pennsylvania
$149K
BHWM
1139
Beaird Harris Wealth Management
Texas
$148K
MCA
1140
Midwest Capital Advisors
Michigan
$146K
MEG
1141
Millstone Evans Group
Colorado
$146K
WSC
1142
Wellington Shields & Co
New York
$143K
AW
1143
Avion Wealth
Texas
$142K
ACM
1144
Anfield Capital Management
California
$133K
TPCW
1145
TD Private Client Wealth
New York
$133K
SIC
1146
Salem Investment Counselors
North Carolina
$131K
CMA
1147
Cedar Mountain Advisors
Oregon
$129K
SHIM
1148
Stone House Investment Management
Pennsylvania
$126K
FDCDDQ
1149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$125K
LC
1150
Luminist Capital
Michigan
$121K