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JPMorgan Equity Premium Income ETF

1,343 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 581 increasing their positions, 485 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more capital invested

Capital invested by funds: $17.8B → $17.9B (+$51M)

0.21% more ownership

Funds ownership: 43.05%43.26% (+0.21%)

4% less funds holding in top 10

Funds holding in top 10: 123118 (-5)

Holders
1,343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
118
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.5M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
276
Perissos Private Wealth Management
Oklahoma
$6.16M
HWA
277
Heritage Wealth Architects
Minnesota
$6.11M
VWM
278
Vivid Wealth Management
Iowa
$6.09M
CWG
279
Cornerstone Wealth Group
North Carolina
$6.06M
Bank of Montreal
280
Bank of Montreal
Ontario, Canada
$6.04M
LFAS
281
Level Four Advisory Services
Texas
$6.03M
IPAM
282
Investment Partners Asset Management
New Jersey
$6.01M
EIP
283
Ellis Investment Partners
Pennsylvania
$6.01M
PAG
284
Private Advisor Group
New Jersey
$5.94M
V
285
VeraBank
Texas
$5.9M
ABWM
286
Alpine Bank Wealth Management
Colorado
$5.84M
LJCM
287
Lee Johnson Capital Management
Texas
$5.8M
EBWM
288
Eagle Bluffs Wealth Management
Missouri
$5.76M
CFA
289
Cahill Financial Advisors
Minnesota
$5.71M
SHF
290
Safe Harbor Fiduciary
Florida
$5.69M
FWM
291
Focused Wealth Management
New York
$5.68M
TFA
292
Teamwork Financial Advisors
Texas
$5.65M
BEI
293
Benjamin Edwards Inc
Missouri
$5.64M
CDWM
294
Campbell Deegan Wealth Management
Virginia
$5.62M
PF
295
Penney Financial
Texas
$5.6M
SCSIA
296
SOUTHERN CAPITAL SERVICES INC /ADV
Alabama
$5.58M
SAM
297
Smartleaf Asset Management
Massachusetts
$5.52M
PWP
298
Principle Wealth Partners
Connecticut
$5.45M
IASG
299
Investment Advisory Services Group
Florida
$5.43M
ACM
300
Allred Capital Management
Texas
$5.41M