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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

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:

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
Holders Change %
% of All Funds
Holding in Top 10
126
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
LSPW
276
Lake Street Private Wealth
Illinois
$6.8M
SWM
277
Selective Wealth Management
Virginia
$6.79M
HNB
278
Huntington National Bank
Ohio
$6.66M
DWP
279
Daymark Wealth Partners
Ohio
$6.59M
CFSG
280
Community Financial Services Group
Vermont
$6.55M
KFP
281
KMG Fiduciary Partners
Ohio
$6.45M
CA
282
Continuum Advisory
Idaho
$6.27M
SFWA
283
Summit Financial Wealth Advisors
Louisiana
$6.25M
SW
284
SMART Wealth
Nebraska
$6.23M
SAA
285
Southeast Asset Advisors
Georgia
$6.19M
SWM
286
Spire Wealth Management
Virginia
$6.17M
PPWM
287
Perissos Private Wealth Management
Oklahoma
$6.16M
HWA
288
Heritage Wealth Architects
Minnesota
$6.11M
VWM
289
Vivid Wealth Management
Iowa
$6.09M
CWG
290
Cornerstone Wealth Group
North Carolina
$6.06M
Bank of Montreal
291
Bank of Montreal
Ontario, Canada
$6.04M
LFAS
292
Level Four Advisory Services
Texas
$6.03M
IPAM
293
Investment Partners Asset Management
New Jersey
$6.01M
EIP
294
Ellis Investment Partners
Pennsylvania
$6.01M
PAG
295
Private Advisor Group
New Jersey
$5.94M
V
296
VeraBank
Texas
$5.9M
ABWM
297
Alpine Bank Wealth Management
Colorado
$5.84M
LJCM
298
Lee Johnson Capital Management
Texas
$5.8M
EBWM
299
Eagle Bluffs Wealth Management
Missouri
$5.76M
CFA
300
Cahill Financial Advisors
Minnesota
$5.71M