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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
LC
1151
Luminist Capital
Michigan
$125K
APCM
1152
Alaska Permanent Capital Management
Alaska
$122K
OWA
1153
Opal Wealth Advisors
New York
$119K
CIA
1154
Cape Investment Advisory
Georgia
$118K
HCM
1155
Hollencrest Capital Management
California
$117K
CCM
1156
Chilton Capital Management
Texas
$114K
CT
1157
Coastline Trust
Rhode Island
$113K
CH
1158
Canton Hathaway
Rhode Island
$111K
SFA
1159
Semmax Financial Advisors
North Carolina
$107K
SMA
1160
Sage Mountain Advisors
Georgia
$106K
BIG
1161
Brooklyn Investment Group
New York
$105K
ANBT
1162
American National Bank & Trust
Texas
$102K
EWP
1163
Elevation Wealth Partners
California
$102K
FMII
1164
Farmers & Merchants Investments Inc
Nebraska
$96.6K
CAM
1165
Costello Asset Management
Pennsylvania
$94.3K
OIA
1166
Optimum Investment Advisors
Illinois
$90.6K
RWM
1167
Rialto Wealth Management
New York
$90.3K
MA
1168
Montag & Associates
Georgia
$88.1K
CTA
1169
Colonial Trust Advisors
South Carolina
$87.1K
HWP
1170
Highline Wealth Partners
California
$86.3K
EC
1171
Elequin Capital
New York
$80.6K
DF
1172
Dunhill Financial
United Kingdom
$79K
VNA
1173
Valley National Advisers
Pennsylvania
$74K
SIC
1174
Salem Investment Counselors
North Carolina
$73.5K
BWL
1175
Bogart Wealth LLC
Virginia
$66.7K