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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
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$109M
KAS
27
Kestra Advisory Services
Texas
$104M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$101M
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$97.1M
FFA
30
First Foundation Advisors
California
$89.3M
CAI
31
Capital Advisors Inc
Oklahoma
$87.5M
EG
32
Enstar Group
Bermuda
$87.2M
FWP
33
FAS Wealth Partners
Kansas
$86.7M
HC
34
Hamilton Capital
Ohio
$80.5M
PCG
35
Prosperity Consulting Group
Maryland
$77.7M
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$77.6M
AF
37
Allworth Financial
California
$73.3M
AUB
38
Atlantic Union Bankshares
Virginia
$72.5M
CA
39
Clearstead Advisors
Ohio
$70M
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$61.6M
SPIA
41
Steward Partners Investment Advisory
New York
$58.8M
Franklin Resources
42
Franklin Resources
California
$57.1M
Truist Financial
43
Truist Financial
North Carolina
$56.4M
CSP
44
Cary Street Partners
Virginia
$55.3M
TCM
45
Traynor Capital Management
Pennsylvania
$55.3M
SWM
46
SHP Wealth Management
Massachusetts
$53.4M
PFPG
47
Pinnacle Financial Partners (Georgia)
Georgia
$52.5M
FWM
48
Foguth Wealth Management
Michigan
$51.5M
BCM
49
Brookstone Capital Management
Illinois
$51.1M
HIP
50
HUB Investment Partners
Texas
$47.4M