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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
SCS
301
Southern Capital Services
Alabama
$5.58M
SAM
302
Smartleaf Asset Management
Massachusetts
$5.52M
PWP
303
Principle Wealth Partners
Connecticut
$5.45M
IASG
304
Investment Advisory Services Group
Florida
$5.43M
ACM
305
Allred Capital Management
Texas
$5.41M
Natixis Advisors
306
Natixis Advisors
Massachusetts
$5.41M
JTF
307
J. Team Financial
Texas
$5.36M
GVAG
308
Great Valley Advisor Group
Delaware
$5.35M
TP
309
Thayer Partners
Pennsylvania
$5.31M
Citadel Advisors
310
Citadel Advisors
Florida
$5.23M
PWM
311
Perigon Wealth Management
California
$5.23M
PAA
312
Peregrine Asset Advisers
Oregon
$5.22M
AAS
313
Asset Allocation Strategies
Michigan
$5.18M
GAM
314
Gotham Asset Management
New York
$5.15M
TNB
315
Thomasville National Bank
Georgia
$5.15M
KWM
316
KFG Wealth Management
Indiana
$5.13M
UIA
317
Ulland Investment Advisors
Minnesota
$5.13M
MWA
318
Merkkuri Wealth Advisors
New York
$5.12M
FA
319
Flagstar Advisors
New York
$5.05M
WF
320
WinCap Financial
Massachusetts
$5.05M
AFP
321
Ausdal Financial Partners
Iowa
$5.04M
RPGK
322
Retirement Planning Group (Kansas)
Kansas
$5.02M
ORC
323
O'Rourke & Company
Massachusetts
$5.01M
SCM
324
Saxony Capital Management
Missouri
$4.97M
VCM
325
Vavra Capital Management
Pennsylvania
$4.94M