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JPMorgan Equity Premium Income ETF

1,380 hedge funds and large institutions have $18.1B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 587 increasing their positions, 491 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 84

97% more call options, than puts

Call options by funds: $48.5M | Put options by funds: $24.6M

20% more repeat investments, than reductions

Existing positions increased: 587 | Existing positions reduced: 491

7% more funds holding

Funds holding: 1,2891,380 (+91)

2% more funds holding in top 10

Funds holding in top 10: 124126 (+2)

1% more capital invested

Capital invested by funds: $17.9B → $18.1B (+$267M)

0.71% more ownership

Funds ownership: 43.1%43.81% (+0.71%)

Holders
1,380
Holders Change
+91
Holders Change %
+7.06%
% of All Funds
16.79%
Holding in Top 10
126
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.61%
% of All Funds
1.53%
New
198
Increased
587
Reduced
491
Closed
84
Calls
$48.5M
Puts
$24.6M
Net Calls
+$23.9M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
251
Fifth Third Securities
Ohio
$7.58M +$379K +6,639 +5%
MC
252
Moors & Cabot
Massachusetts
$7.58M +$141K +2,468 +2%
MA
253
Mutual Advisors
Nebraska
$7.57M -$1.1M -19,331 -13%
SW
254
StrongBox Wealth
Missouri
$7.54M -$113K -1,971 -1%
GAA
255
Global Assets Advisory
Florida
$7.53M +$275K +4,819 +4%
SIAP
256
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.52M +$291K +5,101 +4%
NEPWA
257
New England Private Wealth Advisors
Massachusetts
$7.41M -$388K -6,802 -5%
CCA
258
Childress Capital Advisors
Texas
$7.4M -$2.33M -40,792 -24%
FA
259
Financial Alternatives
California
$7.4M +$418K +7,320 +6%
CT
260
Clearstead Trust
Maine
$7.36M +$2.8M +49,115 +62%
SFGP
261
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$7.32M +$265K +4,643 +4%
BJL
262
Brighton Jones LLC
Washington
$7.3M +$6.86M +120,087 +1,614%
Susquehanna International Group
263
Susquehanna International Group
Pennsylvania
$7.3M +$7.28M +127,447 New
HAIM
264
Hunter Associates Investment Management
Pennsylvania
$7.24M +$104K +1,819 +1%
MAM
265
Milestone Asset Management
Pennsylvania
$7.24M +$385K +6,742 +6%
AWM
266
Aprio Wealth Management
Georgia
$7.11M +$109K +1,912 +2%
FIT
267
Financially in Tune
Massachusetts
$7.1M +$7.08M +123,954 New
AWA
268
Arkadios Wealth Advisors
Georgia
$7.08M +$956K +16,751 +16%
SPC
269
Spirepoint Private Client
Florida
$7.05M +$1.5M +26,196 +27%
CAWM
270
Capital Advisors Wealth Management
Washington
$6.97M +$544K +9,522 +8%
CW
271
Channel Wealth
California
$6.97M +$3.28M +57,394 +89%
SWP
272
Strategic Wealth Partners
Ohio
$6.97M -$407K -7,123 -6%
RDFA
273
Ritter Daniher Financial Advisory
Ohio
$6.87M -$2.99M -52,359 -30%
AssetMark Inc
274
AssetMark Inc
California
$6.84M +$1.26M +22,079 +23%
TPW
275
Turn8 Private Wealth
$6.82M -$26K -456 -0.4%