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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
BDWCC
1276
B&D White Capital Company
Texas
HW
1277
Hedeker Wealth
Illinois
OPAM
1278
Ocean Park Asset Management
California
PCM
1279
Prelude Capital Management
New York
MCWA
1280
Meadow Creek Wealth Advisors
Georgia
MHS
1281
M Holdings Securities
Oregon
PP
1282
Prudential plc
United Kingdom
SCM
1283
Schnieders Capital Management
California
FFC
1284
Frederick Financial Consultants
Maryland
GA
1285
GFS Advisors
Texas
WWM
1286
Whalen Wealth Management
Nevada
GM
1287
GeoWealth Management
Illinois
CAMV
1288
Concord Asset Management (Virginia)
Virginia
WN
1289
Williams & Novak
California
YWM
1290
Yukon Wealth Management
Kansas
AFP
1291
Alpha Financial Partners
Kentucky
SIM
1292
Seaview Investment Managers
Florida
AAP
1293
Arax Advisory Partners
Colorado
ARC
1294
Advisor Resource Council
Texas
LWL
1295
Leo Wealth LLC
Texas
FCBT
1296
First Citizens Bank & Trust
North Carolina
FPCP
1297
Fort Point Capital Partners
California
SFA
1298
Souders Financial Advisors
Ohio
MAWA
1299
Moss Adams Wealth Advisors
Washington
MW
1300
Marks Wealth
Maryland