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JPMorgan Equity Premium Income ETF

1,265 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 652 increasing their positions, 406 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 → $18B (+$159M)

1.37% less ownership

Funds ownership: 45.4%44.03% (-1.4%)

12% less funds holding in top 10

Funds holding in top 10: 155137 (-18)

Holders
1,265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
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

Top Sellers

1 -$1.36B
2 -$840M
3 -$58.6M
4
AWS
Atria Wealth Solutions
New York
-$48.5M
5
Osaic Holdings
Osaic Holdings
Arizona
-$41.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CCB
1301
Cutter & Co Brokerage
Missouri
CFO
1302
Collective Family Office
Pennsylvania
EFG
1303
Ethos Financial Group
Pennsylvania
PPWM
1304
Paragon Private Wealth Management
Kentucky
KeyBank National Association
1305
KeyBank National Association
Ohio
PJSIMP
1306
P.J. Schmidt Investment Management (PJS)
Wisconsin
SFM
1307
Signet Financial Management
New Jersey
FBT
1308
First Bankers Trust
Kentucky
SHIM
1309
Stone House Investment Management
Pennsylvania
BWM
1310
BlackDiamond Wealth Management
New York
JCM
1311
Jacobi Capital Management
Pennsylvania
FAG
1312
Fortitude Advisory Group
Washington
ZF
1313
Zhang Financial
Michigan
FCA
1314
FLC Capital Advisors
California
EWM
1315
Empirical Wealth Management
Washington
BWM
1316
Brown Wealth Management
Illinois
WW
1317
Winnow Wealth
Texas
GA
1318
GoalVest Advisory
New York
SW
1319
SVB Wealth
Massachusetts
HFS
1320
Hughes Financial Services
Virginia
QCG
1321
Quadrant Capital Group
Ohio
FPF
1322
First Pacific Financial
Washington
OP
1323
ORG Partners
Indiana
LAMC
1324
Longview Asset Management (California)
California
WT
1325
Washington Trust
Rhode Island