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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
DAS
151
Dynamic Advisor Solutions
Arizona
$13.3M
RCM
152
Requisite Capital Management
Texas
$13.3M
PWM
153
Prentice Wealth Management
New York
$13.3M
DADC
154
D.A. Davidson & Co
Montana
$13.2M
William Blair & Company
155
William Blair & Company
Illinois
$13.1M
FA
156
Fermata Advisors
California
$13.1M
SF
157
Summit Financial
New Jersey
$13M
CW
158
CreativeOne Wealth
Kansas
$12.9M
CAM
159
Cresset Asset Management
Illinois
$12.8M
FNA
160
First National Advisers
Nebraska
$12.8M
PFP
161
Pinnacle Financial Partners
Tennessee
$12.5M
BCA
162
Bay Colony Advisors
Massachusetts
$12.3M
CC
163
Courier Capital
New York
$12.2M
WIA
164
World Investment Advisors
California
$12M
LFG
165
Larson Financial Group
Missouri
$12M
FF
166
Financial Futures
New Jersey
$12M
GWANC
167
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.9M
IAIM
168
International Assets Investment Management
Florida
$11.6M
PCIA
169
Prime Capital Investment Advisors
Kansas
$11.4M
CCP
170
Cassia Capital Partners
North Carolina
$11.4M
Cerity Partners
171
Cerity Partners
New York
$11.3M
Wealthfront Advisers
172
Wealthfront Advisers
California
$11.3M
SFP
173
Sandbox Financial Partners
Maryland
$11.3M
RPGNY
174
Retirement Planning Group (New York)
New York
$11.3M
VWA
175
Visionary Wealth Advisors
Illinois
$11.2M