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JPMorgan Equity Premium Income ETF

1,274 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, 659 increasing their positions, 408 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 (+$226M)

1.2% less ownership

Funds ownership: 45.52%44.32% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 156140 (-16)

Holders
1,274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
140
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
MW
1301
MBL Wealth
North Carolina
RWM
1302
Ritholtz Wealth Management
New York
WP
1303
WealthPLAN Partners
Nebraska
PW
1304
Potentia Wealth
California
PG
1305
Prostatis Group
Maryland
WPW
1306
Warther Private Wealth
Ohio
GT
1307
Greenleaf Trust
Michigan
LIA
1308
LBMC Investment Advisors
Tennessee
CCB
1309
Cutter & Co Brokerage
Missouri
CFO
1310
Collective Family Office
Pennsylvania
EFG
1311
Ethos Financial Group
Pennsylvania
PPWM
1312
Paragon Private Wealth Management
Kentucky
KeyBank National Association
1313
KeyBank National Association
Ohio
PJSIMP
1314
P.J. Schmidt Investment Management (PJS)
Wisconsin
SFM
1315
Signet Financial Management
New Jersey
FBT
1316
First Bankers Trust
Kentucky
SHIM
1317
Stone House Investment Management
Pennsylvania
BWM
1318
BlackDiamond Wealth Management
New York
JCM
1319
Jacobi Capital Management
Pennsylvania
FAG
1320
Fortitude Advisory Group
Washington
ZF
1321
Zhang Financial
Michigan
FCA
1322
FLC Capital Advisors
California
EWM
1323
Empirical Wealth Management
Washington
NP
1324
NorthRock Partners
Minnesota
BWM
1325
Brown Wealth Management
Illinois