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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
WF
326
WinCap Financial
Massachusetts
$5.05M
AFP
327
Ausdal Financial Partners
Iowa
$5.04M
RPGK
328
Retirement Planning Group (Kansas)
Kansas
$5.02M
ORC
329
O'Rourke & Company
Massachusetts
$5.01M
SCM
330
Saxony Capital Management
Missouri
$4.97M
VCM
331
Vavra Capital Management
Pennsylvania
$4.94M
2WWM
332
21 West Wealth Management
California
$4.93M
FIA
333
Foundations Investment Advisors
Arizona
$4.91M
WCP
334
Wick Capital Partners
Pennsylvania
$4.91M
NMG
335
New Millennium Group
Utah
$4.89M
Boston Partners
336
Boston Partners
Massachusetts
$4.89M
NEWAS
337
N.E.W. Advisory Services
Wisconsin
$4.87M
FFWA
338
FRG Family Wealth Advisors
Washington
$4.86M
SWP
339
Stratos Wealth Partners
Ohio
$4.8M
AWM
340
Aureum Wealth Management
Florida
$4.78M
AI
341
Atria Investments
North Carolina
$4.77M
DRP
342
Decker Retirement Planning
Utah
$4.77M
MS
343
Madden Securities
Texas
$4.76M
AIC
344
Archer Investment Corporation
Indiana
$4.75M
CIBC World Market
345
CIBC World Market
Ontario, Canada
$4.75M
CA
346
Claro Advisors
Massachusetts
$4.73M
MFS
347
Madrona Financial Services
Washington
$4.72M
KIG
348
Kennedy Investment Group
New Jersey
$4.69M
MWM
349
MOR Wealth Management
Pennsylvania
$4.67M
BRWM
350
Blue Rock Wealth Management
North Carolina
$4.66M