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