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JPMorgan Equity Premium Income ETF

1,270 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, 656 increasing their positions, 407 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 (+$222M)

1.21% less ownership

Funds ownership: 45.4%44.2% (-1.2%)

11% less funds holding in top 10

Funds holding in top 10: 155138 (-17)

Holders
1,270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
138
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
CC
176
Courier Capital
New York
$11.9M
DADC
177
D.A. Davidson & Co
Montana
$11.8M
VWA
178
Visionary Wealth Advisors
Illinois
$11.8M
SFP
179
Sandbox Financial Partners
Maryland
$11.7M
SPC
180
Sigma Planning Corp
Michigan
$11.7M
FF
181
Financial Futures
New Jersey
$11.6M
IAIM
182
International Assets Investment Management
Florida
$11.6M
SNB
183
Security National Bank
Nebraska
$11.4M
WIA
184
World Investment Advisors
California
$11.4M
CFO
185
CVA Family Office
Colorado
$11.4M
FMI
186
F/M Investments
District of Columbia
$11.4M
BCA
187
Bay Colony Advisors
Massachusetts
$11.3M
CCP
188
Cassia Capital Partners
North Carolina
$11.2M
HW
189
Hedeker Wealth
Illinois
$11M
CL
190
Choreo LLC
Illinois
$11M
FGG
191
Financial Guidance Group
Florida
$11M
FFO
192
Fiduciary Family Office
Florida
$11M
HI
193
Harbour Investments
Wisconsin
$11M
ETC
194
Exchange Traded Concepts
Oklahoma
$10.9M
LFG
195
Larson Financial Group
Missouri
$10.8M
MA
196
Mutual Advisors
Nebraska
$10.8M
IWA
197
IVC Wealth Advisors
Pennsylvania
$10.7M
CAL
198
Capital Analysts LLC
Pennsylvania
$10.6M
Cerity Partners
199
Cerity Partners
New York
$10.6M
ARG
200
Advisory Resource Group
Oklahoma
$10.6M