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JPMorgan Equity Premium Income ETF

1,282 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 109 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 (-$306M)

1.29% less ownership

Funds ownership: 44.35%43.06% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 141123 (-18)

Holders
1,282
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
RWM
1326
RBA Wealth Management
California
AA
1327
Alpha Advisors
Virginia
EAM
1328
Evanson Asset Management
California
ACI
1329
Alpha Cubed Investments
California
LSA
1330
Lion Street Advisors
Texas
ESB
1331
Essex Savings Bank
Connecticut
BHWA
1332
Beacon Harbor Wealth Advisors
Virginia
MWA
1333
MN Wealth Advisors
Kansas
C
1334
Certuity
Florida
WAM
1335
Weatherly Asset Management
California
Millennium Management
1336
Millennium Management
New York
WFS
1337
Walker Financial Services
Kentucky
TCWM
1338
Total Clarity Wealth Management
Illinois
HCA
1339
Heck Capital Advisors
Wisconsin
KCFA
1340
Key Client Fiduciary Advisors
New Jersey
NW
1341
Naviter Wealth
Arkansas
OAS
1342
Optivise Advisory Services
Tennessee
BBPWM
1343
Blue Bell Private Wealth Management
Pennsylvania
OWA
1344
Opal Wealth Advisors
New York
CCM
1345
Chilton Capital Management
Texas
BIG
1346
Brooklyn Investment Group
New York
CAM
1347
Costello Asset Management
Pennsylvania
EC
1348
Elequin Capital
New York
BCMLT
1349
Beacon Capital Management LLC (Tennessee)
Tennessee
GIM
1350
Glenmede Investment Management
Pennsylvania