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JPMorgan Equity Premium Income ETF

1,345 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 177 funds opening new positions, 581 increasing their positions, 486 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 (+$59.8M)

0.21% more ownership

Funds ownership: 43.05%43.26% (+0.21%)

3% less funds holding in top 10

Funds holding in top 10: 123119 (-4)

Holders
1,345
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
119
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
NFSG
401
Newbridge Financial Services Group
Florida
$3.78M
CWA
402
Clarity Wealth Advisors
California
$3.78M
SWA
403
Sax Wealth Advisors
New Jersey
$3.77M
VC
404
Vicus Capital
Pennsylvania
$3.76M
BRWA
405
B. Riley Wealth Advisors
Florida
$3.75M
RFWA
406
RPg Family Wealth Advisory
Massachusetts
$3.75M
KA
407
Kovack Advisors
Florida
$3.73M
WWM
408
Whalen Wealth Management
Nevada
$3.72M
PA
409
Procyon Advisors
Connecticut
$3.7M
PGAM
410
Princeton Global Asset Management
New Jersey
$3.69M
IP
411
Ignite Planners
California
$3.69M
PCS
412
Private Client Services
Kentucky
$3.68M
JCM
413
J2 Capital Management
Michigan
$3.68M
FFA
414
Fragasso Financial Advisors
Pennsylvania
$3.65M
MEAC
415
M.E. Allison & Co
Texas
$3.64M
RFA
416
Register Financial Advisors
Georgia
$3.63M
AT
417
American Trust
Kentucky
$3.62M
BF
418
Benchmark Financial
Delaware
$3.62M
KCPT
419
Kingstone Capital Partners Texas
Texas
$3.62M
VT
420
Vise Technologies
New York
$3.62M
GRP
421
Global Retirement Partners
California
$3.6M
VA
422
Valmark Advisers
Ohio
$3.59M
DWM
423
Diversify Wealth Management
Utah
$3.59M
BWA
424
Beam Wealth Advisors
Louisiana
$3.57M
WCFA
425
Walkner Condon Financial Advisors
Wisconsin
$3.57M