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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
GVAG
301
Great Valley Advisor Group
Delaware
$5.35M
TP
302
Thayer Partners
Pennsylvania
$5.31M
Citadel Advisors
303
Citadel Advisors
Florida
$5.23M
PWM
304
Perigon Wealth Management
California
$5.23M
PAA
305
Peregrine Asset Advisers
Oregon
$5.22M
AAS
306
Asset Allocation Strategies
Michigan
$5.18M
GAM
307
Gotham Asset Management
New York
$5.15M
TNB
308
Thomasville National Bank
Georgia
$5.15M
KWM
309
KFG Wealth Management
Indiana
$5.13M
UIA
310
Ulland Investment Advisors
Minnesota
$5.13M
MWA
311
Merkkuri Wealth Advisors
New York
$5.12M
FA
312
Flagstar Advisors
New York
$5.05M
WF
313
WinCap Financial
Massachusetts
$5.05M
AFP
314
Ausdal Financial Partners
Iowa
$5.04M
RPGK
315
Retirement Planning Group (Kansas)
Kansas
$5.02M
ORC
316
O'Rourke & Company
Massachusetts
$5.01M
SCM
317
Saxony Capital Management
Missouri
$4.97M
VCM
318
Vavra Capital Management
Pennsylvania
$4.94M
2WWM
319
21 West Wealth Management
California
$4.93M
FIA
320
Foundations Investment Advisors
Arizona
$4.91M
WCP
321
Wick Capital Partners
Pennsylvania
$4.91M
NMG
322
New Millennium Group
Utah
$4.89M
Boston Partners
323
Boston Partners
Massachusetts
$4.89M
NEWAS
324
N.E.W. Advisory Services
Wisconsin
$4.87M
FFWA
325
FRG Family Wealth Advisors
Washington
$4.86M