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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
CWM
1201
Crowley Wealth Management
Delaware
$31.3K
BPAMU
1202
BTG Pactual Asset Management US
New York
$30.7K
SC
1203
SouthState Corp
Florida
$29.8K
DSC
1204
Duncker Streett & Co
Missouri
$28.1K
POIA
1205
Pin Oak Investment Advisors
Texas
$28K
ADL
1206
Asset Dedication LLC
California
$27.9K
FMP
1207
Financial Management Professionals
Texas
$27.5K
BOJHT
1208
Bank of Jackson Hole Trust
Wyoming
$27.5K
GTAM
1209
Global Trust Asset Management
Florida
$27K
OSAM
1210
O'Shaughnessy Asset Management
Connecticut
$25.9K
BCWM
1211
Bartlett & Co Wealth Management
Ohio
$25.5K
GIA
1212
GHP Investment Advisors
Colorado
$24.6K
CAM
1213
Clarity Asset Management
Iowa
$24.5K
EWM
1214
Evolution Wealth Management
Florida
$23.5K
AWM
1215
Abound Wealth Management
Tennessee
$23.2K
MBFW
1216
Morton Brown Family Wealth
Pennsylvania
$23.2K
RAM
1217
Riggs Asset Management
Pennsylvania
$23.1K
GBT
1218
Grove Bank & Trust
Florida
$22.7K
AWM
1219
Angeles Wealth Management
California
$22.7K
Q1WB
1220
Quest 10 Wealth Builders
Virginia
$22.7K
UB
1221
UMB Bank
Missouri
$22.7K
SL
1222
Salomon & Ludwin
Virginia
$22.7K
CFS
1223
Compass Financial Services
Iowa
$22.5K
1IA
1224
1620 Investment Advisors
Massachusetts
$20.5K
OA
1225
Operose Advisors
Wisconsin
$20.1K