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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
WW
1326
Winnow Wealth
Texas
GA
1327
GoalVest Advisory
New York
SW
1328
SVB Wealth
Massachusetts
HFS
1329
Hughes Financial Services
Virginia
QCG
1330
Quadrant Capital Group
Ohio
FPF
1331
First Pacific Financial
Washington
OP
1332
ORG Partners
Indiana
LAMC
1333
Longview Asset Management (California)
California
WT
1334
Washington Trust
Rhode Island
AEPWM
1335
Atlantic Edge Private Wealth Management
Florida
FUBT
1336
First United Bank & Trust
Maryland
PA
1337
PSI Advisors
Florida
GWSA
1338
Global Wealth Strategies & Associates
Colorado
MSWM
1339
Mowery & Schoenfeld Wealth Management
Illinois
MG
1340
Mather Group
Illinois
NC
1341
NewSquare Capital
Pennsylvania
AF
1342
Atala Financial
California
CWC
1343
Carolinas Wealth Consulting
North Carolina
GJIA
1344
Glass Jacobson Investment Advisors
Maryland
MSG
1345
Main Street Group
Virginia
CBT
1346
Crews Bank & Trust
Florida
GC
1347
Garde Capital
Washington
MFS
1348
Mattson Financial Services
Michigan
CT
1349
Caldwell Trust
Florida
Kayne Anderson Rudnick Investment Management
1350
Kayne Anderson Rudnick Investment Management
California