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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
AC
351
AlphaCore Capital
California
$4.45M
BWM
352
Base Wealth Management
Florida
$4.44M
RFN
353
RDA Financial Network
Iowa
$4.44M
OBWG
354
Onyx Bridge Wealth Group
New York
$4.42M
WP
355
Wealthspan Partners
Iowa
$4.41M
IA
356
IFP Advisors
Florida
$4.4M
JPLA
357
Joseph P. Lucia & Associates
New York
$4.4M
LTL
358
Lowery Thomas LLC
California
$4.39M
IAS
359
Insigneo Advisory Services
Florida
$4.38M
SWM
360
Silverlake Wealth Management
Vermont
$4.37M
EFS
361
Essex Financial Services
Connecticut
$4.37M
TCMP
362
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.36M
PIWA
363
Prevail Innovative Wealth Advisors
Kansas
$4.36M
AW
364
Ankerstar Wealth
Texas
$4.36M
EWM
365
Evermay Wealth Management
Virginia
$4.35M
WCM
366
Windsor Capital Management
Arizona
$4.34M
JHC
367
J. Hagan Capital
Kentucky
$4.31M
RGF
368
Retirement Guys Formula
Ohio
$4.3M
EA
369
Ergawealth Advisors
Illinois
$4.29M
FFP
370
FourThought Financial Partners
Florida
$4.25M
FFN
371
Focus Financial Network
Minnesota
$4.21M
PG
372
Patten Group
Tennessee
$4.18M
TW
373
Trajan Wealth
Arizona
$4.18M
SWP
374
Semus Wealth Partners
Florida
$4.14M
RA
375
RFG Advisory
Alabama
$4.13M