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JPMorgan Equity Premium Income ETF

1,270 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, 656 increasing their positions, 407 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 (+$222M)

1.21% less ownership

Funds ownership: 45.4%44.2% (-1.2%)

11% less funds holding in top 10

Funds holding in top 10: 155138 (-17)

Holders
1,270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
138
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
QCG
1326
Quadrant Capital Group
Ohio
FPF
1327
First Pacific Financial
Washington
OP
1328
ORG Partners
Indiana
LAMC
1329
Longview Asset Management (California)
California
WT
1330
Washington Trust
Rhode Island
AEPWM
1331
Atlantic Edge Private Wealth Management
Florida
FUBT
1332
First United Bank & Trust
Maryland
PA
1333
PSI Advisors
Florida
GWSA
1334
Global Wealth Strategies & Associates
Colorado
MSWM
1335
Mowery & Schoenfeld Wealth Management
Illinois
MG
1336
Mather Group
Illinois
NC
1337
NewSquare Capital
Pennsylvania
AF
1338
Atala Financial
California
CWC
1339
Carolinas Wealth Consulting
North Carolina
GJIA
1340
Glass Jacobson Investment Advisors
Maryland
MSG
1341
Main Street Group
Virginia
GC
1342
Garde Capital
Washington
CBT
1343
Crews Bank & Trust
Florida
MFS
1344
Mattson Financial Services
Michigan
CT
1345
Caldwell Trust
Florida
Kayne Anderson Rudnick Investment Management
1346
Kayne Anderson Rudnick Investment Management
California
JFA
1347
JNBA Financial Advisors
Minnesota
LIA
1348
Luken Investment Analytics
Tennessee
CFG
1349
CKW Financial Group
Hawaii