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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
FMWA
451
Forvis Mazars Wealth Advisors
Missouri
$3.33M
DWM
452
Dakota Wealth Management
Florida
$3.31M
PAS
453
Park Avenue Securities
New York
$3.31M
VAM
454
Vienna Asset Management
California
$3.22M
SW
455
SkyOak Wealth
Michigan
$3.22M
PD
456
Planning Directions
Pennsylvania
$3.21M
EFG
457
Ehrlich Financial Group
California
$3.21M
CFB
458
Cullen/Frost Bankers
Texas
$3.19M
FFS
459
Fortress Financial Solutions
Arizona
$3.17M
NFG
460
Nations Financial Group
Iowa
$3.15M
WKWM
461
Walter & Keenan Wealth Management
Indiana
$3.15M
LPT
462
Legacy Private Trust
Wisconsin
$3.14M
UAG
463
United Advisor Group
Ohio
$3.14M
GMFG
464
Greater Midwest Financial Group
Minnesota
$3.14M
LAM
465
Lewis Asset Management
California
$3.12M
SF
466
Slagle Financial
Illinois
$3.12M
ACS
467
Archford Capital Strategies
Illinois
$3.11M
AWAU
468
Alliance Wealth Advisors (Utah)
Utah
$3.07M
FCMA
469
Foresight Capital Management Advisors
Michigan
$3.04M
PIA
470
Panoramic Investment Advisors
Colorado
$3.03M
BAM
471
Bellevue Asset Management
Washington
$3.02M
3AM
472
3EDGE Asset Management
Florida
$3.01M
SOS
473
Silver Oak Securities
Tennessee
$2.95M
GFG
474
Goldstone Financial Group
Illinois
$2.91M
SWA
475
Stratos Wealth Advisors
Ohio
$2.91M