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JPMorgan Equity Premium Income ETF

1,361 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 583 increasing their positions, 489 reducing their positions, and 83 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:

1% more capital invested

Capital invested by funds: $17.8B → $18B (+$151M)

1% more funds holding in top 10

Funds holding in top 10: 123124 (+1)

0.43% more ownership

Funds ownership: 43.06%43.49% (+0.43%)

Holders
1,361
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
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
CA
276
Continuum Advisory
Idaho
$6.27M
SFWA
277
Summit Financial Wealth Advisors
Louisiana
$6.25M
SW
278
SMART Wealth
Nebraska
$6.23M
SAA
279
Southeast Asset Advisors
Georgia
$6.19M
SWM
280
Spire Wealth Management
Virginia
$6.17M
PPWM
281
Perissos Private Wealth Management
Oklahoma
$6.16M
HWA
282
Heritage Wealth Architects
Minnesota
$6.11M
VWM
283
Vivid Wealth Management
Iowa
$6.09M
CWG
284
Cornerstone Wealth Group
North Carolina
$6.06M
Bank of Montreal
285
Bank of Montreal
Ontario, Canada
$6.04M
LFAS
286
Level Four Advisory Services
Texas
$6.03M
IPAM
287
Investment Partners Asset Management
New Jersey
$6.01M
EIP
288
Ellis Investment Partners
Pennsylvania
$6.01M
PAG
289
Private Advisor Group
New Jersey
$5.94M
V
290
VeraBank
Texas
$5.9M
ABWM
291
Alpine Bank Wealth Management
Colorado
$5.84M
LJCM
292
Lee Johnson Capital Management
Texas
$5.8M
EBWM
293
Eagle Bluffs Wealth Management
Missouri
$5.76M
CFA
294
Cahill Financial Advisors
Minnesota
$5.71M
SHF
295
Safe Harbor Fiduciary
Florida
$5.69M
FWM
296
Focused Wealth Management
New York
$5.68M
TFA
297
Teamwork Financial Advisors
Texas
$5.65M
BEI
298
Benjamin Edwards Inc
Missouri
$5.64M
CDWM
299
Campbell Deegan Wealth Management
Virginia
$5.62M
PF
300
Penney Financial
Texas
$5.6M