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JPMorgan Equity Premium Income ETF

1,402 hedge funds and large institutions have $18.9B invested in JPMorgan Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 718 increasing their positions, 440 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

4% more capital invested

Capital invested by funds: $18.1B → $18.9B (+$742M)

0% more funds holding in top 10

Funds holding in top 10: 126126 (0)

0.72% less ownership

Funds ownership: 43.81%43.09% (-0.72%)

Holders
1,402
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
$58M
Puts
$55.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
351
U.S. Capital Wealth Advisors
Texas
$4.91M
BRWM
352
Blue Rock Wealth Management
North Carolina
$4.88M
EFS
353
Essex Financial Services
Connecticut
$4.88M
JTF
354
J. Team Financial
Texas
$4.86M
CA
355
Claro Advisors
Massachusetts
$4.84M
Envestnet Portfolio Solutions
356
Envestnet Portfolio Solutions
Illinois
$4.82M
TWM
357
Troutman Wealth Management
Pennsylvania
$4.7M
CWP
358
Clark Wealth Partners
Illinois
$4.7M
SFG
359
Snider Financial Group
Washington
$4.7M
KIG
360
Kennedy Investment Group
New Jersey
$4.67M
SWP
361
Summit Wealth Partners
Florida
$4.66M
AC
362
AlphaCore Capital
California
$4.62M
2WWM
363
21 West Wealth Management
California
$4.61M
OIA
364
OneDigital Investment Advisors
Kansas
$4.6M
SFS
365
Sowell Financial Services
Arkansas
$4.58M
WP
366
Wealthspan Partners
Iowa
$4.57M
BIS
367
BG Investment Services
Guam
$4.57M
OBWG
368
Onyx Bridge Wealth Group
New York
$4.56M
FFWA
369
FRG Family Wealth Advisors
Washington
$4.56M
T
370
TrustBank
Illinois
$4.53M
RGF
371
Retirement Guys Formula
Ohio
$4.5M
IAS
372
Insigneo Advisory Services
Florida
$4.5M
IA
373
Inspire Advisors
Idaho
$4.5M
IFS
374
Integrated Financial Solutions
Virginia
$4.5M
LTL
375
Lowery Thomas LLC
California
$4.49M