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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
NEWAS
326
N.E.W. Advisory Services
Wisconsin
$4.87M
FFWA
327
FRG Family Wealth Advisors
Washington
$4.86M
SWP
328
Stratos Wealth Partners
Ohio
$4.8M
AWM
329
Aureum Wealth Management
Florida
$4.78M
AI
330
Atria Investments
North Carolina
$4.77M
DRP
331
Decker Retirement Planning
Utah
$4.77M
MS
332
Madden Securities
Texas
$4.76M
AIC
333
Archer Investment Corporation
Indiana
$4.75M
CIBC World Market
334
CIBC World Market
Ontario, Canada
$4.75M
CA
335
Claro Advisors
Massachusetts
$4.73M
MFS
336
Madrona Financial Services
Washington
$4.72M
KIG
337
Kennedy Investment Group
New Jersey
$4.69M
MWM
338
MOR Wealth Management
Pennsylvania
$4.67M
BRWM
339
Blue Rock Wealth Management
North Carolina
$4.66M
BAG
340
Bauman Advisory Group
Nevada
$4.63M
TWM
341
Troutman Wealth Management
Pennsylvania
$4.62M
SWP
342
Summit Wealth Partners
Florida
$4.62M
MCC
343
Money Concepts Capital
Florida
$4.61M
LI
344
LifeWealth Investments
Florida
$4.58M
MWM
345
Modern Wealth Management
Kansas
$4.58M
CWP
346
Clark Wealth Partners
Illinois
$4.53M
SFG
347
Snider Financial Group
Washington
$4.49M
USCWA
348
U.S. Capital Wealth Advisors
Texas
$4.46M
SIA
349
Soltis Investment Advisors
Utah
$4.46M
4A
350
4Wealth Advisors
Illinois
$4.46M