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JPMorgan Equity Premium Income ETF

1,361 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 583 increasing their positions, 489 reducing their positions, and 83 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:

1% more capital invested

Capital invested by funds: $17.8B → $18B (+$151M)

1% more funds holding in top 10

Funds holding in top 10: 123124 (+1)

0.43% more ownership

Funds ownership: 43.06%43.49% (+0.43%)

Holders
1,361
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
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
WFAG
401
Worth Financial Advisory Group
North Carolina
$3.83M
MFG
402
MidWestOne Financial Group
Iowa
$3.82M
SFB
403
STAR Financial Bank
Indiana
$3.8M
SNB
404
Security National Bank
Nebraska
$3.79M
NFSG
405
Newbridge Financial Services Group
Florida
$3.78M
CWA
406
Clarity Wealth Advisors
California
$3.78M
SWA
407
Sax Wealth Advisors
New Jersey
$3.77M
VC
408
Vicus Capital
Pennsylvania
$3.76M
BRWA
409
B. Riley Wealth Advisors
Florida
$3.75M
RFWA
410
RPg Family Wealth Advisory
Massachusetts
$3.75M
KA
411
Kovack Advisors
Florida
$3.73M
WWM
412
Whalen Wealth Management
Nevada
$3.72M
PA
413
Procyon Advisors
Connecticut
$3.7M
PGAM
414
Princeton Global Asset Management
New Jersey
$3.69M
IP
415
Ignite Planners
California
$3.69M
PCS
416
Private Client Services
Kentucky
$3.68M
JCM
417
J2 Capital Management
Michigan
$3.68M
FFA
418
Fragasso Financial Advisors
Pennsylvania
$3.65M
MEAC
419
M.E. Allison & Co
Texas
$3.64M
RFA
420
Register Financial Advisors
Georgia
$3.63M
AT
421
American Trust
Kentucky
$3.62M
BF
422
Benchmark Financial
Delaware
$3.62M
KCPT
423
Kingstone Capital Partners Texas
Texas
$3.62M
VT
424
Vise Technologies
New York
$3.62M
GRP
425
Global Retirement Partners
California
$3.6M