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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
CPG
1201
Cornerstone Planning Group
New Jersey
$38.3K
FFO
1202
Fortitude Family Office
Arizona
$36.4K
OLVIG
1203
Oliver Lagore Vanvalin Investment Group
Michigan
$32.3K
MWA
1204
Miller Wealth Advisors
Colorado
$31.8K
CWM
1205
Crowley Wealth Management
Delaware
$31.3K
BPAMU
1206
BTG Pactual Asset Management US
New York
$30.7K
SC
1207
SouthState Corp
Florida
$29.8K
DSC
1208
Duncker Streett & Co
Missouri
$28.1K
POIA
1209
Pin Oak Investment Advisors
Texas
$28K
ADL
1210
Asset Dedication LLC
California
$27.9K
FMP
1211
Financial Management Professionals
Texas
$27.5K
BOJHT
1212
Bank of Jackson Hole Trust
Wyoming
$27.5K
GTAM
1213
Global Trust Asset Management
Florida
$27K
OSAM
1214
O'Shaughnessy Asset Management
Connecticut
$25.9K
BCWM
1215
Bartlett & Co Wealth Management
Ohio
$25.5K
GIA
1216
GHP Investment Advisors
Colorado
$24.6K
CAM
1217
Clarity Asset Management
Iowa
$24.5K
EWM
1218
Evolution Wealth Management
Florida
$23.5K
AWM
1219
Abound Wealth Management
Tennessee
$23.2K
MBFW
1220
Morton Brown Family Wealth
Pennsylvania
$23.2K
RAM
1221
Riggs Asset Management
Pennsylvania
$23.1K
Q1WB
1222
Quest 10 Wealth Builders
Virginia
$22.7K
AWM
1223
Angeles Wealth Management
California
$22.7K
GBT
1224
Grove Bank & Trust
Florida
$22.7K
UB
1225
UMB Bank
Missouri
$22.7K