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JPMorgan Equity Premium Income ETF

1,281 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, 654 increasing their positions, 417 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: $

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$307M)

1.29% less ownership

Funds ownership: 44.34%43.05% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 141123 (-18)

Holders
1,281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
123
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
SIM
1301
Seaview Investment Managers
Florida
AAP
1302
Arax Advisory Partners
Colorado
ARC
1303
Advisor Resource Council
Texas
LWL
1304
Leo Wealth LLC
Texas
FCBT
1305
First Citizens Bank & Trust
North Carolina
FPCP
1306
Fort Point Capital Partners
California
SFA
1307
Souders Financial Advisors
Ohio
MAWA
1308
Moss Adams Wealth Advisors
Washington
MW
1309
Marks Wealth
Maryland
NWM
1310
Napa Wealth Management
California
NA
1311
Novus Advisors
South Carolina
FPL
1312
Fortress Private Ledger
North Carolina
M&T Bank
1313
M&T Bank
New York
JBA
1314
Johnson Bixby & Associates
Washington
Legacy Financial Group (Iowa)
1315
Legacy Financial Group (Iowa)
Iowa
Vontobel Holding
1316
Vontobel Holding
Switzerland
CIC
1317
Chilton Investment Company
Connecticut
SWA
1318
Strategies Wealth Advisors
Michigan
MSAM
1319
Moloney Securities Asset Management
Missouri
MWM
1320
MFG Wealth Management
Indiana
KP
1321
Keel Point
Alabama
Fisher Asset Management
1322
Fisher Asset Management
Washington
OWA
1323
Outlook Wealth Advisors
Texas
RP
1324
Regal Partners
Australia
RWM
1325
RBA Wealth Management
California