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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
NWM
1301
Napa Wealth Management
California
NA
1302
Novus Advisors
South Carolina
FPL
1303
Fortress Private Ledger
North Carolina
M&T Bank
1304
M&T Bank
New York
JBA
1305
Johnson Bixby & Associates
Washington
Legacy Financial Group (Iowa)
1306
Legacy Financial Group (Iowa)
Iowa
Vontobel Holding
1307
Vontobel Holding
Switzerland
CIC
1308
Chilton Investment Company
Connecticut
SWA
1309
Strategies Wealth Advisors
Michigan
MSAM
1310
Moloney Securities Asset Management
Missouri
MWM
1311
MFG Wealth Management
Indiana
KP
1312
Keel Point
Alabama
Fisher Asset Management
1313
Fisher Asset Management
Washington
OWA
1314
Outlook Wealth Advisors
Texas
RP
1315
Regal Partners
Australia
RWM
1316
RBA Wealth Management
California
AA
1317
Alpha Advisors
Virginia
EAM
1318
Evanson Asset Management
California
ACI
1319
Alpha Cubed Investments
California
LSA
1320
Lion Street Advisors
Texas
ESB
1321
Essex Savings Bank
Connecticut
BHWA
1322
Beacon Harbor Wealth Advisors
Virginia
MWA
1323
MN Wealth Advisors
Kansas
C
1324
Certuity
Florida
WAM
1325
Weatherly Asset Management
California