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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
TPWA
1251
Twin Peaks Wealth Advisors
California
$5.64K
JGIA
1252
Jackson Grant Investment Advisers
Connecticut
$5.46K
TCM
1253
TD Capital Management
Tennessee
$5.11K
QWM
1254
Quaker Wealth Management
New Jersey
$4.38K
CSB
1255
City State Bank
Iowa
$4.26K
MPWT
1256
MassMutual Private Wealth & Trust
Connecticut
$4.09K
VEA
1257
Virtus ETF Advisers
New York
$2.84K
WT
1258
Whittier Trust
California
$2.56K
FLFS
1259
Family Legacy Financial Solutions
North Carolina
$2.25K
SA
1260
Scarborough Advisors
Maryland
$1.65K
B
1261
Birchbrook
Maine
$1.52K
BGWM
1262
Bridge Generations Wealth Management
Florida
$1.19K
MHIP
1263
Mountain Hill Investment Partners
New Jersey
$979
HI
1264
Horizon Investments
North Carolina
$954
TIM
1265
Tortoise Investment Management
New York
$569
CAM
1266
Creekmur Asset Management
Illinois
$368
TRCT
1267
Tower Research Capital (TRC)
New York
$341
MAFA
1268
MJT & Associates Financial Advisory
Minnesota
$217
GGI
1269
Godsey & Gibb Inc
Virginia
$144
BCMIO
1270
Beacon Capital Management Inc (Ohio)
Ohio
$45
MDCM
1271
Morgan Dempsey Capital Management
Wisconsin
$42
DJSG
1272
D.J. St. Germain
Massachusetts
$30
FSA
1273
Financial Services Advisory
Maryland
FCI
1274
Financial Counselors Inc
Kansas
MAM
1275
Marquette Asset Management
Minnesota