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