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JPMorgan Equity Premium Income ETF

1,257 hedge funds and large institutions have $17.7B invested in JPMorgan Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 641 increasing their positions, 412 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
120
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
WAM
101
WNY Asset Management
New York
$19.5M
CFP
102
Curran Financial Partners
South Carolina
$19.4M
AC
103
Apella Capital
Connecticut
$19.1M
PP
104
Patten & Patten
Tennessee
$19M
RIL
105
Rothschild Investment LLC
Illinois
$18.9M
BWP
106
Bernardo Wealth Planning
Pennsylvania
$18.8M
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$18.6M
CPIG
108
Chicago Partners Investment Group
Illinois
$18.4M
SCM
109
Steele Capital Management
Iowa
$18.1M
TFS
110
Thoroughbred Financial Services
Tennessee
$18.1M
IAN
111
Integrated Advisors Network
Texas
$17.9M
GVAG
112
Great Valley Advisor Group
Delaware
$17.7M
OC
113
Oppenheimer & Co
New York
$17.6M
IAS
114
Investment Advisory Services
Texas
$17.5M
TWM
115
Tradition Wealth Management
Minnesota
$17.4M
FA
116
Fagan Associates
New York
$16.9M
ASN
117
Advisory Services Network
Georgia
$16.4M
PA
118
PFG Advisors
Arizona
$16.4M
CL
119
Choreo LLC
Illinois
$16.3M
MCIA
120
Mountain Capital Investment Advisors
Colorado
$16.2M
RWA
121
Rooted Wealth Advisors
Illinois
$16M
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$15.7M
SWA
123
SFMG Wealth Advisors
Texas
$15.6M
Creative Planning
124
Creative Planning
Kansas
$15.4M
CWA
125
Cascade Wealth Advisors
Washington
$15.2M