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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
ARG
201
Advisory Resource Group
Oklahoma
$10.6M
MAG
202
Mayfair Advisory Group
Alabama
$10.6M
HNWAG
203
High Net Worth Advisory Group
Florida
$10.5M
AIA
204
Armor Investment Advisors
North Carolina
$10.4M
MFG
205
Merit Financial Group
Georgia
$10.3M
VAM
206
Vienna Asset Management
California
$10.3M
Envestnet Portfolio Solutions
207
Envestnet Portfolio Solutions
Illinois
$10.2M
Wealthfront Advisers
208
Wealthfront Advisers
California
$10.2M
EWA
209
EverSource Wealth Advisors
Alabama
$10.1M
AI
210
Atria Investments
North Carolina
$10.1M
CB
211
Community Bank
New York
$10M
CB
212
Cadence Bank
Mississippi
$9.92M
EIP
213
Ellis Investment Partners
Pennsylvania
$9.86M
PWM
214
Power Wealth Management
Georgia
$9.86M
BFG
215
Bleakley Financial Group
New Jersey
$9.82M
RPGNY
216
Retirement Planning Group (New York)
New York
$9.8M
CA
217
Cambridge Advisors
Nebraska
$9.8M
FWM
218
Forefront Wealth Management
Pennsylvania
$9.78M
AWMG
219
ADG Wealth Management Group
Louisiana
$9.46M
PAG
220
Private Advisor Group
New Jersey
$9.45M
AWM
221
AE Wealth Management
Kansas
$9.4M
BWP
222
Bernardo Wealth Planning
Pennsylvania
$9.39M
BAM
223
Belpointe Asset Management
Nevada
$9.37M
CTC
224
Central Trust Company
Missouri
$9.33M
CCB
225
Country Club Bank
Missouri
$9.32M