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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
WAOI
1276
Wealth Advisors of Iowa
Iowa
PAS
1277
Park Avenue Securities
New York
CAM
1278
Cobblestone Asset Management
Virginia
EWM
1279
Evergreen Wealth Management
Michigan
Susquehanna International Group
1280
Susquehanna International Group
Pennsylvania
GSEP
1281
Golden State Equity Partners
California
JFG
1282
Jefferies Financial Group
New York
VWM
1283
Vigilare Wealth Management
Arizona
AFS
1284
Anderson Financial Strategies
Ohio
GPWM
1285
Grant Private Wealth Management
California
PCP
1286
Proficio Capital Partners
Massachusetts
TC
1287
TownSquare Capital
Utah
WC
1288
Waterloo Capital
Texas
TSS
1289
Two Sigma Securities
New York
Goldman Sachs
1290
Goldman Sachs
New York
IAP
1291
Indie Asset Partners
Indiana
JWBC
1292
John W. Brooker & Co
California
IIA
1293
IPG Investment Advisors
California
MA
1294
MONECO Advisors
Connecticut
NCFG
1295
New Century Financial Group
New Jersey
YWS
1296
Yarger Wealth Strategies
Ohio
MW
1297
MBL Wealth
North Carolina
RWM
1298
Ritholtz Wealth Management
New York
WP
1299
WealthPLAN Partners
Nebraska
PW
1300
Potentia Wealth
California