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JPMorgan Equity Premium Income ETF

1,272 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, 649 increasing their positions, 415 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 (-$315M)

1.31% less ownership

Funds ownership: 44.31%43% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 139122 (-17)

Holders
1,272
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
SRCM
1251
Signature Resources Capital Management
California
$8.56K
GIA
1252
GHP Investment Advisors
Colorado
$7.42K
TFA
1253
Transamerica Financial Advisors
Florida
$7.05K
MG
1254
Mather Group
Illinois
$6.74K
TCM
1255
TD Capital Management
Tennessee
$5.23K
CSB
1256
City State Bank
Iowa
$4.28K
MPWT
1257
MassMutual Private Wealth & Trust
Connecticut
$4.11K
VEA
1258
Virtus ETF Advisers
New York
$3.37K
SIS
1259
Strategic Investment Solutions
Illinois
$3.27K
QWM
1260
Quaker Wealth Management
New Jersey
$2.97K
WT
1261
Whittier Trust
California
$2.57K
UFPG
1262
United Financial Planning Group
New York
$2.07K
B
1263
Birchbrook
Maine
$1.56K
BGWM
1264
Bridge Generations Wealth Management
Florida
$1.2K
MHIP
1265
Mountain Hill Investment Partners
New Jersey
$1K
MAM
1266
Morse Asset Management
Connecticut
$971
HI
1267
Horizon Investments
North Carolina
$959
FFA
1268
Frazier Financial Advisors
Ohio
$954
TIM
1269
Tortoise Investment Management
New York
$571
CAM
1270
Creekmur Asset Management
Illinois
$378
MDCM
1271
Morgan Dempsey Capital Management
Wisconsin
$273
MAFA
1272
MJT & Associates Financial Advisory
Minnesota
$219
GGI
1273
Godsey & Gibb Inc
Virginia
$148
BCMIO
1274
Beacon Capital Management Inc (Ohio)
Ohio
$46
MWPCG
1275
Measured Wealth Private Client Group
New Hampshire
$28