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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 (+$226M)

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
AF
151
Advisornet Financial
Minnesota
$14M
GL
152
Graypoint LLC
New York
$13.9M
DAS
153
Dynamic Advisor Solutions
Arizona
$13.8M
WHG
154
Westwood Holdings Group
Texas
$13.8M
SS
155
SBI Securities
Japan
$13.6M
EPA
156
Element Pointe Advisors
Florida
$13.6M
AF
157
Apexium Financial
Texas
$13.6M
GWANC
158
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.6M
SWMP
159
Signature Wealth Management Partners
New Jersey
$13.5M
CAG
160
Curtis Advisory Group
California
$13.4M
AWM
161
Axxcess Wealth Management
California
$13.3M
MCIA
162
Mountain Capital Investment Advisors
Colorado
$13.2M
PCIA
163
Prime Capital Investment Advisors
Kansas
$13.2M
RCM
164
Requisite Capital Management
Texas
$12.9M
PWM
165
Prentice Wealth Management
New York
$12.9M
CM
166
Columbus Macro
Pennsylvania
$12.8M
PFP
167
Pinnacle Financial Partners
Tennessee
$12.7M
ATC
168
Argent Trust Co
Tennessee
$12.4M
FA
169
Fermata Advisors
California
$12.3M
FNA
170
First National Advisers
Nebraska
$12.3M
NFG
171
Northeast Financial Group
Pennsylvania
$12.2M
CW
172
CreativeOne Wealth
Kansas
$12.2M
SIC
173
Sterling Investment Counsel
New York
$12.1M
William Blair & Company
174
William Blair & Company
Illinois
$12.1M
NAS
175
NWF Advisory Services
California
$12.1M