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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
SHF
301
Safe Harbor Fiduciary
Florida
$5.69M
FWM
302
Focused Wealth Management
New York
$5.68M
TFA
303
Teamwork Financial Advisors
Texas
$5.65M
BEI
304
Benjamin Edwards Inc
Missouri
$5.64M
CDWM
305
Campbell Deegan Wealth Management
Virginia
$5.62M
PF
306
Penney Financial
Texas
$5.6M
SCS
307
Southern Capital Services
Alabama
$5.58M
SAM
308
Smartleaf Asset Management
Massachusetts
$5.52M
PWP
309
Principle Wealth Partners
Connecticut
$5.45M
IASG
310
Investment Advisory Services Group
Florida
$5.43M
ACM
311
Allred Capital Management
Texas
$5.41M
Natixis Advisors
312
Natixis Advisors
Massachusetts
$5.41M
JTF
313
J. Team Financial
Texas
$5.36M
GVAG
314
Great Valley Advisor Group
Delaware
$5.35M
TP
315
Thayer Partners
Pennsylvania
$5.31M
Citadel Advisors
316
Citadel Advisors
Florida
$5.23M
PWM
317
Perigon Wealth Management
California
$5.23M
PAA
318
Peregrine Asset Advisers
Oregon
$5.22M
AAS
319
Asset Allocation Strategies
Michigan
$5.18M
GAM
320
Gotham Asset Management
New York
$5.15M
TNB
321
Thomasville National Bank
Georgia
$5.15M
KWM
322
KFG Wealth Management
Indiana
$5.13M
UIA
323
Ulland Investment Advisors
Minnesota
$5.13M
MWA
324
Merkkuri Wealth Advisors
New York
$5.12M
FA
325
Flagstar Advisors
New York
$5.05M