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JPMorgan Equity Premium Income ETF

1,281 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, 654 increasing their positions, 417 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: $

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$307M)

1.29% less ownership

Funds ownership: 44.34%43.05% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 141123 (-18)

Holders
1,281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
123
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
FWM
201
Forefront Wealth Management
Pennsylvania
$9.75M
NRI
202
NFP Retirement Inc
California
$9.72M
CIAS
203
Capital Investment Advisory Services
North Carolina
$9.71M
CCA
204
Childress Capital Advisors
Texas
$9.71M
AWMG
205
ADG Wealth Management Group
Louisiana
$9.59M
FHB
206
First Hawaiian Bank
Hawaii
$9.5M
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$9.45M
CCB
208
Country Club Bank
Missouri
$9.45M
KF
209
Krilogy Financial
Missouri
$9.42M
ETC
210
Exchange Traded Concepts
Oklahoma
$9.42M
NFG
211
Northeast Financial Group
Pennsylvania
$9.4M
Thrivent Financial for Lutherans
212
Thrivent Financial for Lutherans
Minnesota
$9.39M
PWM
213
Pinnacle Wealth Management
California
$9.37M
PFGIA
214
Patriot Financial Group Insurance Agency
Massachusetts
$9.31M
LI
215
LifeWealth Investments
Florida
$9.28M
PCFFS
216
Pacific Center for Financial Services
California
$9.15M
CIA
217
Concurrent Investment Advisors
Florida
$9.15M
AWM
218
Axxcess Wealth Management
California
$9.12M
BAM
219
Belpointe Asset Management
Nevada
$9.09M
KWA
220
Kingswood Wealth Advisors
California
$8.99M
FFG
221
Floyd Financial Group
Missouri
$8.95M
CG
222
CFO4Life Group
Texas
$8.84M
MTWM
223
Masso Torrence Wealth Management
New Jersey
$8.82M
EWA
224
EverSource Wealth Advisors
Alabama
$8.8M
MA
225
Mutual Advisors
Nebraska
$8.71M