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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

136% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 84

97% more call options, than puts

Call options by funds: $48.5M | Put options by funds: $24.6M

20% more repeat investments, than reductions

Existing positions increased: 587 | Existing positions reduced: 491

7% more funds holding

Funds holding: 1,2891,380 (+91)

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
+91
Holders Change %
+7.06%
% of All Funds
16.79%
Holding in Top 10
126
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.61%
% of All Funds
1.53%
New
198
Increased
587
Reduced
491
Closed
84
Calls
$48.5M
Puts
$24.6M
Net Calls
+$23.9M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
326
WinCap Financial
Massachusetts
$5.05M +$151K +2,646 +3%
AFP
327
Ausdal Financial Partners
Iowa
$5.04M +$42.9K +752 +0.9%
RPGK
328
Retirement Planning Group (Kansas)
Kansas
$5.02M +$499K +8,734 +11%
ORC
329
O'Rourke & Company
Massachusetts
$5.01M +$223K +3,909 +5%
SCM
330
Saxony Capital Management
Missouri
$4.97M +$901K +15,780 +22%
VCM
331
Vavra Capital Management
Pennsylvania
$4.94M +$4.93M +86,253 New
2WWM
332
21 West Wealth Management
California
$4.93M -$259K -4,528 -5%
FIA
333
Foundations Investment Advisors
Arizona
$4.91M -$381K -6,667 -7%
WCP
334
Wick Capital Partners
Pennsylvania
$4.91M -$3.16M -55,271 -39%
NMG
335
New Millennium Group
Utah
$4.89M +$4.88M +85,515 New
Boston Partners
336
Boston Partners
Massachusetts
$4.89M +$308K +5,391 +7%
NEWAS
337
N.E.W. Advisory Services
Wisconsin
$4.87M -$124K -2,175 -2%
FFWA
338
FRG Family Wealth Advisors
Washington
$4.86M -$983K -17,211 -17%
SWP
339
Stratos Wealth Partners
Ohio
$4.8M -$72.1K -1,263 -1%
AWM
340
Aureum Wealth Management
Florida
$4.78M +$4.77M +83,570 New
AI
341
Atria Investments
North Carolina
$4.77M -$1.49M -26,112 -24%
DRP
342
Decker Retirement Planning
Utah
$4.77M +$3.32M +58,137 +231%
MS
343
Madden Securities
Texas
$4.76M -$2.76M -48,388 -37%
AIC
344
Archer Investment Corporation
Indiana
$4.75M -$1.61M -28,146 -25%
CIBC World Market
345
CIBC World Market
Ontario, Canada
$4.75M +$123K +2,160 +3%
CA
346
Claro Advisors
Massachusetts
$4.73M -$270K -4,721 -5%
MFS
347
Madrona Financial Services
Washington
$4.72M +$78.5K +1,375 +2%
KIG
348
Kennedy Investment Group
New Jersey
$4.69M -$1.77M -30,993 -27%
MWM
349
MOR Wealth Management
Pennsylvania
$4.67M +$4.66M +81,550 New
BRWM
350
Blue Rock Wealth Management
North Carolina
$4.66M +$16.7K +293 +0.4%