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JPMorgan Equity Premium Income ETF

1,272 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, 648 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 (-$322M)

1.33% less ownership

Funds ownership: 44.31%42.99% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 139122 (-17)

Holders
1,272
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
IWA
176
IVC Wealth Advisors
Pennsylvania
$11.1M
ATC
177
Argent Trust Co
Tennessee
$11M
PAS
178
Park Avenue Securities
New York
$11M
CAL
179
Capital Analysts LLC
Pennsylvania
$11M
FGG
180
Financial Guidance Group
Florida
$10.9M
SPC
181
Sigma Planning Corp
Michigan
$10.9M
FFO
182
Fiduciary Family Office
Florida
$10.8M
GWM
183
Geneos Wealth Management
Colorado
$10.7M
CA
184
Cambridge Advisors
Nebraska
$10.7M
WS
185
Wedbush Securities
California
$10.6M
PWM
186
Power Wealth Management
Georgia
$10.6M
FMI
187
F/M Investments
District of Columbia
$10.5M
EA
188
Ergawealth Advisors
Illinois
$10.5M
CTC
189
Central Trust Company
Missouri
$10.4M
MFG
190
Merit Financial Group
Georgia
$10.4M
HNWAG
191
High Net Worth Advisory Group
Florida
$10.2M
RCA
192
Resonant Capital Advisors
Wisconsin
$10.2M
AWM
193
AE Wealth Management
Kansas
$10.2M
CFO
194
CVA Family Office
Colorado
$10.1M
CB
195
Community Bank
New York
$10.1M
Envestnet Portfolio Solutions
196
Envestnet Portfolio Solutions
Illinois
$10.1M
NAS
197
NWF Advisory Services
California
$10.1M
MAG
198
Mayfair Advisory Group
Alabama
$10M
BFG
199
Bleakley Financial Group
New Jersey
$9.95M
RDFA
200
Ritter Daniher Financial Advisory
Ohio
$9.84M