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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
SL
1226
Salomon & Ludwin
Virginia
$22.7K
CFS
1227
Compass Financial Services
Iowa
$22.5K
1IA
1228
1620 Investment Advisors
Massachusetts
$20.5K
OA
1229
Operose Advisors
Wisconsin
$20.1K
RMC
1230
Resources Management Corp
Connecticut
$20K
CWM
1231
Consultiva Wealth Management
Puerto Rico
$19.9K
AP
1232
Aspect Partners
Virginia
$19.3K
VWA
1233
VSM Wealth Advisory
Maryland
$18.2K
WP
1234
WealthShield Partners
North Carolina
$18K
PPA
1235
Painted Porch Advisors
California
$17.9K
DWM
1236
Dogwood Wealth Management
Kansas
$17.9K
GPFA
1237
Game Plan Financial Advisors
Ohio
$17.1K
DWA
1238
Delos Wealth Advisors
Texas
$16.5K
MSFP
1239
Mark Sheptoff Financial Planning
Connecticut
$15.9K
DFA
1240
DHJJ Financial Advisors
Illinois
$15.9K
SA
1241
SRH Advisors
Kansas
$15.9K
RPCA
1242
Running Point Capital Advisors
California
$15.7K
Fidelity Investments
1243
Fidelity Investments
Massachusetts
$14.5K
AP
1244
Atwood & Palmer
Missouri
$13.3K
SIS
1245
Strategic Investment Solutions
Illinois
$12.7K
SFC
1246
SYM Financial Corp
Indiana
$11.4K
RF
1247
Rossby Financial
Florida
$11.4K
CAM
1248
Chesapeake Asset Management
New York
$10.8K
PWA
1249
Principia Wealth Advisory
Texas
$10.3K
PWA
1250
Physician Wealth Advisors
Utah
$9.84K