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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
SWA
126
SFMG Wealth Advisors
Texas
$15.6M
Creative Planning
127
Creative Planning
Kansas
$15.4M
CWA
128
Cascade Wealth Advisors
Washington
$15.2M
AF
129
Advisornet Financial
Minnesota
$15.2M
TFA
130
Tobias Financial Advisors
Florida
$15.2M
1NWS
131
1 North Wealth Services
Maryland
$15.1M
EFH
132
Eaton Financial Holdings
Florida
$15.1M
AF
133
Apexium Financial
Texas
$15.1M
MFG
134
Magnus Financial Group
New York
$15M
MBTD
135
Mechanics Bank - Trust Department
California
$15M
SCA
136
St. Clair Advisors
Ohio
$15M
AP
137
Appleton Partners
Massachusetts
$15M
MOS
138
MGO One Seven
Ohio
$14.9M
CWM
139
Centurion Wealth Management
Virginia
$14.9M
TLP
140
Trinity Legacy Partners
Texas
$14.9M
CM
141
Columbus Macro
Pennsylvania
$14.5M
NYLIM
142
New York Life Investment Management
New York
$14.2M
SWMP
143
Signature Wealth Management Partners
New Jersey
$14.2M
SS
144
SBI Securities
Japan
$14.1M
EPA
145
Element Pointe Advisors
Florida
$14M
WHG
146
Westwood Holdings Group
Texas
$13.8M
ACG
147
Allen Capital Group
Nebraska
$13.8M
IMC Chicago
148
IMC Chicago
Illinois
$13.7M
CAG
149
Curtis Advisory Group
California
$13.5M
HI
150
Harbour Investments
Wisconsin
$13.5M