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JPMorgan Equity Premium Income ETF

1,271 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, 647 increasing their positions, 416 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 (-$323M)

1.33% less ownership

Funds ownership: 44.31%42.98% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 139122 (-17)

Holders
1,271
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
WFS
1326
Walker Financial Services
Kentucky
TCWM
1327
Total Clarity Wealth Management
Illinois
HCA
1328
Heck Capital Advisors
Wisconsin
KCFA
1329
Key Client Fiduciary Advisors
New Jersey
NW
1330
Naviter Wealth
Arkansas
OAS
1331
Optivise Advisory Services
Tennessee
BBPWM
1332
Blue Bell Private Wealth Management
Pennsylvania
OWA
1333
Opal Wealth Advisors
New York
CCM
1334
Chilton Capital Management
Texas
BIG
1335
Brooklyn Investment Group
New York
CAM
1336
Costello Asset Management
Pennsylvania
EC
1337
Elequin Capital
New York
BCMLT
1338
Beacon Capital Management LLC (Tennessee)
Tennessee
GIM
1339
Glenmede Investment Management
Pennsylvania
PSFG
1340
Park Square Financial Group
Georgia
FFO
1341
Fortitude Family Office
Arizona
SC
1342
SouthState Corp
Florida
ADL
1343
Asset Dedication LLC
California
BCWM
1344
Bartlett & Co Wealth Management
Ohio
MBFW
1345
Morton Brown Family Wealth
Pennsylvania
RAM
1346
Riggs Asset Management
Pennsylvania
GBT
1347
Grove Bank & Trust
Florida
OA
1348
Operose Advisors
Wisconsin
CWM
1349
Consultiva Wealth Management
Puerto Rico
NRG
1350
Nemes Rush Group
Michigan