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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
RWM
501
Riverbend Wealth Management
South Carolina
$2.79M
LAM
502
Lifestyle Asset Management
Texas
$2.78M
WC
503
Weil Company
California
$2.77M
TWP
504
Tyche Wealth Partners
Texas
$2.76M
CWP
505
Concord Wealth Partners
Virginia
$2.74M
S4W
506
Solutions 4 Wealth
Texas
$2.73M
BFS
507
Bradley Foster & Sargent
Connecticut
$2.72M
OPWM
508
Oxinas Partners Wealth Management
Indiana
$2.72M
CG
509
Caprock Group
Idaho
$2.72M
PCA
510
Pallas Capital Advisors
Massachusetts
$2.71M
TA
511
TrueWealth Advisors
Alabama
$2.7M
AAG
512
Armstrong Advisory Group
Massachusetts
$2.66M
CW
513
Cedarwood Wealth
Colorado
$2.65M
HIA
514
Harbor Investment Advisory
Maryland
$2.64M
WCP
515
Wealthcare Capital Partners
Pennsylvania
$2.63M
RMC
516
Ring Mountain Capital
California
$2.63M
RC
517
Rahlfs Capital
Texas
$2.62M
GSEP
518
Golden State Equity Partners
California
$2.62M
RIA
519
Regal Investment Advisors
Michigan
$2.62M
SKK
520
Shepherd Kaplan Krochuk
Massachusetts
$2.61M
BCA
521
Bay Capital Advisors
Virginia
$2.6M
GA
522
GFS Advisors
Texas
$2.59M
S
523
Sachetta
Massachusetts
$2.59M
SW
524
SlateStone Wealth
Florida
$2.57M
VHAM
525
Van Hulzen Asset Management
California
$2.56M