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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
Natixis Advisors
301
Natixis Advisors
Massachusetts
$5.41M
JTF
302
J. Team Financial
Texas
$5.36M
GVAG
303
Great Valley Advisor Group
Delaware
$5.35M
TP
304
Thayer Partners
Pennsylvania
$5.31M
Citadel Advisors
305
Citadel Advisors
Florida
$5.23M
PWM
306
Perigon Wealth Management
California
$5.23M
PAA
307
Peregrine Asset Advisers
Oregon
$5.22M
AAS
308
Asset Allocation Strategies
Michigan
$5.18M
GAM
309
Gotham Asset Management
New York
$5.15M
TNB
310
Thomasville National Bank
Georgia
$5.15M
KWM
311
KFG Wealth Management
Indiana
$5.13M
UIA
312
Ulland Investment Advisors
Minnesota
$5.13M
MWA
313
Merkkuri Wealth Advisors
New York
$5.12M
FA
314
Flagstar Advisors
New York
$5.05M
WF
315
WinCap Financial
Massachusetts
$5.05M
AFP
316
Ausdal Financial Partners
Iowa
$5.04M
RPGK
317
Retirement Planning Group (Kansas)
Kansas
$5.02M
ORC
318
O'Rourke & Company
Massachusetts
$5.01M
SCM
319
Saxony Capital Management
Missouri
$4.97M
VCM
320
Vavra Capital Management
Pennsylvania
$4.94M
2WWM
321
21 West Wealth Management
California
$4.93M
FIA
322
Foundations Investment Advisors
Arizona
$4.91M
WCP
323
Wick Capital Partners
Pennsylvania
$4.91M
NMG
324
New Millennium Group
Utah
$4.89M
Boston Partners
325
Boston Partners
Massachusetts
$4.89M