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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 (+$229M)

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
APP
101
Avantax Planning Partners
Iowa
$20.4M
KWM
102
Kingsview Wealth Management
Oregon
$20.3M
BFA
103
Beacon Financial Advisory
Ohio
$19.8M
TFS
104
Thoroughbred Financial Services
Tennessee
$19.1M
FIA
105
Foundations Investment Advisors
Arizona
$19.1M
GWMIA
106
Global Wealth Management Investment Advisory
Florida
$18.9M
RIL
107
Rothschild Investment LLC
Illinois
$18.8M
SCM
108
Steele Capital Management
Iowa
$18.8M
CAM
109
Cresset Asset Management
Illinois
$18.5M
MOS
110
MGO One Seven
Ohio
$18.4M
Citigroup
111
Citigroup
New York
$18.2M
IHWM
112
Iron Horse Wealth Management
Iowa
$17.8M
GVAG
113
Great Valley Advisor Group
Delaware
$17.5M
MS
114
Madden Securities
Texas
$17.5M
AP
115
Americana Partners
Texas
$17.3M
CFP
116
Curran Financial Partners
South Carolina
$17.2M
CPIG
117
Chicago Partners Investment Group
Illinois
$16.9M
TWM
118
Tradition Wealth Management
Minnesota
$16.9M
SCA
119
St. Clair Advisors
Ohio
$16.9M
MBTD
120
Mechanics Bank - Trust Department
California
$16.9M
AMG
121
Advisors Management Group
Wisconsin
$16.9M
PA
122
PFG Advisors
Arizona
$16.6M
IAS
123
Investment Advisory Services
Texas
$16.6M
FA
124
Fagan Associates
New York
$16.5M
Lido Advisors
125
Lido Advisors
California
$16.4M