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JPMorgan Equity Premium Income ETF

1,271 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, 647 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 (-$323M)

1.33% less ownership

Funds ownership: 44.31%42.98% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 139122 (-17)

Holders
1,271
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
WA
101
Waverly Advisors
Alabama
$20M
GWMIA
102
Global Wealth Management Investment Advisory
Florida
$19.7M
WAM
103
WNY Asset Management
New York
$19.5M
CFP
104
Curran Financial Partners
South Carolina
$19.4M
AC
105
Apella Capital
Connecticut
$19.1M
PP
106
Patten & Patten
Tennessee
$19M
RIL
107
Rothschild Investment LLC
Illinois
$18.9M
BWP
108
Bernardo Wealth Planning
Pennsylvania
$18.8M
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$18.6M
CPIG
110
Chicago Partners Investment Group
Illinois
$18.4M
SCM
111
Steele Capital Management
Iowa
$18.1M
TFS
112
Thoroughbred Financial Services
Tennessee
$18.1M
IAN
113
Integrated Advisors Network
Texas
$17.9M
GVAG
114
Great Valley Advisor Group
Delaware
$17.7M
OC
115
Oppenheimer & Co
New York
$17.6M
IAS
116
Investment Advisory Services
Texas
$17.5M
TWM
117
Tradition Wealth Management
Minnesota
$17.4M
AMG
118
Advisors Management Group
Wisconsin
$17.1M
FA
119
Fagan Associates
New York
$16.9M
ASN
120
Advisory Services Network
Georgia
$16.4M
PA
121
PFG Advisors
Arizona
$16.4M
CL
122
Choreo LLC
Illinois
$16.3M
MCIA
123
Mountain Capital Investment Advisors
Colorado
$16.2M
RWA
124
Rooted Wealth Advisors
Illinois
$16M
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$15.7M