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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
BB
526
Bell Bank
North Dakota
$2.43M
S4W
527
Solutions 4 Wealth
Texas
$2.43M
SCM
528
Sage Capital Management
New Jersey
$2.42M
IP
529
Integras Partners
Georgia
$2.41M
HWMO
530
Heritage Wealth Management (Ohio)
Ohio
$2.41M
HFRG
531
Houlihan Financial Resource Group
Virginia
$2.38M
SFG
532
Sovereign Financial Group
Connecticut
$2.36M
I
533
INVST
Indiana
$2.35M
SSWM
534
Sheets Smith Wealth Management
North Carolina
$2.35M
MP
535
McDonald Partners
Ohio
$2.34M
BIS
536
BG Investment Services
Guam
$2.34M
LCWP
537
Legacy Capital Wealth Partners
Arkansas
$2.34M
BFA
538
Beaumont Financial Advisors
Massachusetts
$2.29M
FAM
539
Frontier Asset Management
Wyoming
$2.29M
ACMG
540
Anchor Capital Management Group
California
$2.28M
VHAM
541
Van Hulzen Asset Management
California
$2.28M
LFS
542
Littlejohn Financial Services
Oregon
$2.27M
US Bancorp
543
US Bancorp
Minnesota
$2.26M
RFC
544
Regions Financial Corp
Alabama
$2.26M
SIC
545
SFE Investment Counsel
California
$2.24M
FA
546
Fullerton Advisors
California
$2.21M
JSL
547
JT Stratford LLC
Georgia
$2.21M
VAS
548
Vestmark Advisory Solutions
Massachusetts
$2.21M
CA
549
Crewe Advisors
Utah
$2.2M
SAS
550
Stelac Advisory Services
New York
$2.2M