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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
Millennium Management
1326
Millennium Management
New York
WFS
1327
Walker Financial Services
Kentucky
TCWM
1328
Total Clarity Wealth Management
Illinois
HCA
1329
Heck Capital Advisors
Wisconsin
KCFA
1330
Key Client Fiduciary Advisors
New Jersey
NW
1331
Naviter Wealth
Arkansas
OAS
1332
Optivise Advisory Services
Tennessee
BBPWM
1333
Blue Bell Private Wealth Management
Pennsylvania
OWA
1334
Opal Wealth Advisors
New York
CCM
1335
Chilton Capital Management
Texas
BIG
1336
Brooklyn Investment Group
New York
CAM
1337
Costello Asset Management
Pennsylvania
EC
1338
Elequin Capital
New York
BCMLT
1339
Beacon Capital Management LLC (Tennessee)
Tennessee
GIM
1340
Glenmede Investment Management
Pennsylvania
PSFG
1341
Park Square Financial Group
Georgia
FFO
1342
Fortitude Family Office
Arizona
SC
1343
SouthState Corp
Florida
ADL
1344
Asset Dedication LLC
California
BCWM
1345
Bartlett & Co Wealth Management
Ohio
MBFW
1346
Morton Brown Family Wealth
Pennsylvania
RAM
1347
Riggs Asset Management
Pennsylvania
GBT
1348
Grove Bank & Trust
Florida
OA
1349
Operose Advisors
Wisconsin
CWM
1350
Consultiva Wealth Management
Puerto Rico