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JPMorgan Equity Premium Income ETF

1,339 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 174 funds opening new positions, 580 increasing their positions, 484 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 (+$38.3M)

0.18% more ownership

Funds ownership: 43.05%43.23% (+0.18%)

5% less funds holding in top 10

Funds holding in top 10: 123117 (-6)

Holders
1,339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
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
HWA
276
Heritage Wealth Architects
Minnesota
$6.11M
VWM
277
Vivid Wealth Management
Iowa
$6.09M
CWG
278
Cornerstone Wealth Group
North Carolina
$6.06M
Bank of Montreal
279
Bank of Montreal
Ontario, Canada
$6.04M
LFAS
280
Level Four Advisory Services
Texas
$6.03M
IPAM
281
Investment Partners Asset Management
New Jersey
$6.01M
EIP
282
Ellis Investment Partners
Pennsylvania
$6.01M
PAG
283
Private Advisor Group
New Jersey
$5.94M
V
284
VeraBank
Texas
$5.9M
ABWM
285
Alpine Bank Wealth Management
Colorado
$5.84M
LJCM
286
Lee Johnson Capital Management
Texas
$5.8M
EBWM
287
Eagle Bluffs Wealth Management
Missouri
$5.76M
CFA
288
Cahill Financial Advisors
Minnesota
$5.71M
SHF
289
Safe Harbor Fiduciary
Florida
$5.69M
FWM
290
Focused Wealth Management
New York
$5.68M
TFA
291
Teamwork Financial Advisors
Texas
$5.65M
BEI
292
Benjamin Edwards Inc
Missouri
$5.64M
CDWM
293
Campbell Deegan Wealth Management
Virginia
$5.62M
PF
294
Penney Financial
Texas
$5.6M
SAM
295
Smartleaf Asset Management
Massachusetts
$5.52M
PWP
296
Principle Wealth Partners
Connecticut
$5.45M
IASG
297
Investment Advisory Services Group
Florida
$5.43M
ACM
298
Allred Capital Management
Texas
$5.41M
Natixis Advisors
299
Natixis Advisors
Massachusetts
$5.41M
JTF
300
J. Team Financial
Texas
$5.36M