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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
RMC
1226
Resources Management Corp
Connecticut
$20K
CWM
1227
Consultiva Wealth Management
Puerto Rico
$19.9K
AP
1228
Aspect Partners
Virginia
$19.3K
VWA
1229
VSM Wealth Advisory
Maryland
$18.2K
WP
1230
WealthShield Partners
North Carolina
$18K
PPA
1231
Painted Porch Advisors
California
$17.9K
DWM
1232
Dogwood Wealth Management
Kansas
$17.9K
GPFA
1233
Game Plan Financial Advisors
Ohio
$17.1K
DWA
1234
Delos Wealth Advisors
Texas
$16.5K
MSFP
1235
Mark Sheptoff Financial Planning
Connecticut
$15.9K
DFA
1236
DHJJ Financial Advisors
Illinois
$15.9K
SA
1237
SRH Advisors
Kansas
$15.9K
RPCA
1238
Running Point Capital Advisors
California
$15.7K
Fidelity Investments
1239
Fidelity Investments
Massachusetts
$14.5K
AP
1240
Atwood & Palmer
Missouri
$13.3K
SIS
1241
Strategic Investment Solutions
Illinois
$12.7K
SFC
1242
SYM Financial Corp
Indiana
$11.4K
RF
1243
Rossby Financial
Florida
$11.4K
CAM
1244
Chesapeake Asset Management
New York
$10.8K
PWA
1245
Principia Wealth Advisory
Texas
$10.3K
PWA
1246
Physician Wealth Advisors
Utah
$9.84K
FFA
1247
Founders Financial Alliance
North Carolina
$8.53K
SRCM
1248
Signature Resources Capital Management
California
$8.53K
FCT
1249
First Community Trust
Iowa
$8.3K
NRG
1250
Nemes Rush Group
Michigan
$7.22K