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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
BWL
1176
Bogart Wealth LLC
Virginia
$67.1K
NWMP
1177
Noble Wealth Management PBC
Colorado
$66.6K
HFS
1178
Hantz Financial Services
Michigan
$65K
LWMI
1179
Legacy Wealth Management (Idaho)
Idaho
$63.6K
WA
1180
Westfuller Advisors
New York
$63.2K
JFGIW
1181
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63.1K
RMP
1182
Richards, Merrill & Peterson
Washington
$62.8K
RWM
1183
Rialto Wealth Management
New York
$61.8K
WW
1184
Winnow Wealth
Texas
$61.4K
NSIM
1185
North Star Investment Management
Illinois
$60.8K
CSC
1186
Caldwell Sutter Capital
California
$58.1K
CTC
1187
Cetera Trust Company
Minnesota
$57.1K
PP
1188
Pacifica Partners
Canada
$56.9K
TC
1189
Truvestments Capital
Florida
$56.8K
OSAM
1190
O'Shaughnessy Asset Management
Connecticut
$54.8K
TCOV
1191
Trust Company of Vermont
Vermont
$53.7K
SWA
1192
SOA Wealth Advisors
New York
$50.4K
VFM
1193
Vision Financial Markets
Connecticut
$49.7K
PCM
1194
Perritt Capital Management
Illinois
$49.5K
VWWMG
1195
Vermillion & White Wealth Management Group
Pennsylvania
$48.8K
Russell Investments Group
1196
Russell Investments Group
United Kingdom
$46.3K
FFA
1197
Founders Financial Alliance
North Carolina
$46.2K
CCC
1198
Chelsea Counsel Company
California
$46K
UB
1199
UMB Bank
Missouri
$45.7K
AT
1200
Avalon Trust
New Mexico
$45.7K