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JPMorgan Equity Premium Income ETF

1,339 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 174 funds opening new positions, 580 increasing their positions, 484 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 (+$38.3M)

0.18% more ownership

Funds ownership: 43.05%43.23% (+0.18%)

5% less funds holding in top 10

Funds holding in top 10: 123117 (-6)

Holders
1,339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
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
SWP
326
Stratos Wealth Partners
Ohio
$4.8M
AWM
327
Aureum Wealth Management
Florida
$4.78M
AI
328
Atria Investments
North Carolina
$4.77M
DRP
329
Decker Retirement Planning
Utah
$4.77M
MS
330
Madden Securities
Texas
$4.76M
AIC
331
Archer Investment Corporation
Indiana
$4.75M
CIBC World Market
332
CIBC World Market
Ontario, Canada
$4.75M
CA
333
Claro Advisors
Massachusetts
$4.73M
MFS
334
Madrona Financial Services
Washington
$4.72M
KIG
335
Kennedy Investment Group
New Jersey
$4.69M
MWM
336
MOR Wealth Management
Pennsylvania
$4.67M
BRWM
337
Blue Rock Wealth Management
North Carolina
$4.66M
BAG
338
Bauman Advisory Group
Nevada
$4.63M
TWM
339
Troutman Wealth Management
Pennsylvania
$4.62M
SWP
340
Summit Wealth Partners
Florida
$4.62M
MCC
341
Money Concepts Capital
Florida
$4.61M
LI
342
LifeWealth Investments
Florida
$4.58M
MWM
343
Modern Wealth Management
Kansas
$4.58M
CWP
344
Clark Wealth Partners
Illinois
$4.53M
SFG
345
Snider Financial Group
Washington
$4.49M
USCWA
346
U.S. Capital Wealth Advisors
Texas
$4.46M
SIA
347
Soltis Investment Advisors
Utah
$4.46M
4A
348
4Wealth Advisors
Illinois
$4.46M
AC
349
AlphaCore Capital
California
$4.45M
BWM
350
Base Wealth Management
Florida
$4.44M