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JPMorgan Equity Premium Income ETF

1,270 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, 656 increasing their positions, 407 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 (+$222M)

1.21% less ownership

Funds ownership: 45.4%44.2% (-1.2%)

11% less funds holding in top 10

Funds holding in top 10: 155138 (-17)

Holders
1,270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
138
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
LIS
1176
Legacy Investment Solutions
Idaho
$61.9K
NSIM
1177
North Star Investment Management
Illinois
$59.4K
AW
1178
Avion Wealth
Texas
$58K
FFWM
1179
Future Financial Wealth Management
Ohio
$56.9K
CTC
1180
Cetera Trust Company
Minnesota
$56.9K
PP
1181
Pacifica Partners
Canada
$56.7K
TC
1182
Truvestments Capital
Florida
$56.6K
CSC
1183
Caldwell Sutter Capital
California
$56.5K
CWM
1184
Centricity Wealth Management
Ohio
$55.4K
CA
1185
Centerpoint Advisors
Massachusetts
$55K
TCOV
1186
Trust Company of Vermont
Vermont
$53.4K
SWA
1187
SOA Wealth Advisors
New York
$50.4K
VFM
1188
Vision Financial Markets
Connecticut
$48.5K
PCM
1189
Perritt Capital Management
Illinois
$48.3K
BCMLT
1190
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.4K
GIM
1191
Glenmede Investment Management
Pennsylvania
$47.2K
VWWMG
1192
Vermillion & White Wealth Management Group
Pennsylvania
$46.2K
BLC
1193
Brown, Lisle/Cummings
Rhode Island
$44.7K
Russell Investments Group
1194
Russell Investments Group
United Kingdom
$44.3K
FRA
1195
Front Row Advisors
California
$40.1K
PSFG
1196
Park Square Financial Group
Georgia
$39.8K
CPG
1197
Cornerstone Planning Group
New Jersey
$38.3K
FFO
1198
Fortitude Family Office
Arizona
$36.4K
OLVIG
1199
Oliver Lagore Vanvalin Investment Group
Michigan
$32.3K
MWA
1200
Miller Wealth Advisors
Colorado
$31.8K