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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 (+$229M)

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
ASN
126
Advisory Services Network
Georgia
$16.4M
BDWCC
127
B&D White Capital Company
Texas
$16.3M
GWM
128
Geneos Wealth Management
Colorado
$16.2M
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$16.1M
IAN
130
Integrated Advisors Network
Texas
$16M
OC
131
Oppenheimer & Co
New York
$15.8M
RWM
132
Rezny Wealth Management
Florida
$15.8M
CCA
133
Childress Capital Advisors
Texas
$15.3M
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$15.3M
EA
135
Ergawealth Advisors
Illinois
$15.2M
RWA
136
Rooted Wealth Advisors
Illinois
$15M
1NWS
137
1 North Wealth Services
Maryland
$15M
EWA
138
EP Wealth Advisors
California
$15M
MFG
139
Magnus Financial Group
New York
$14.9M
TFA
140
Tobias Financial Advisors
Florida
$14.8M
SWA
141
SFMG Wealth Advisors
Texas
$14.8M
AP
142
Appleton Partners
Massachusetts
$14.8M
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$14.8M
TLP
144
Trinity Legacy Partners
Texas
$14.6M
BWG
145
Beta Wealth Group
California
$14.5M
ACG
146
Allen Capital Group
Nebraska
$14.5M
EFH
147
Eaton Financial Holdings
Florida
$14.4M
CWA
148
Cascade Wealth Advisors
Washington
$14.2M
Creative Planning
149
Creative Planning
Kansas
$14.1M
CWM
150
Centurion Wealth Management
Virginia
$14.1M