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JPMorgan Equity Premium Income ETF

1,343 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 176 funds opening new positions, 581 increasing their positions, 485 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 (+$51M)

0.21% more ownership

Funds ownership: 43.05%43.26% (+0.21%)

4% less funds holding in top 10

Funds holding in top 10: 123118 (-5)

Holders
1,343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
118
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
S4W
526
Solutions 4 Wealth
Texas
$2.43M
SCM
527
Sage Capital Management
New Jersey
$2.42M
IP
528
Integras Partners
Georgia
$2.41M
HWMO
529
Heritage Wealth Management (Ohio)
Ohio
$2.41M
HFRG
530
Houlihan Financial Resource Group
Virginia
$2.38M
SFG
531
Sovereign Financial Group
Connecticut
$2.36M
I
532
INVST
Indiana
$2.35M
SSWM
533
Sheets Smith Wealth Management
North Carolina
$2.35M
MP
534
McDonald Partners
Ohio
$2.34M
BIS
535
BG Investment Services
Guam
$2.34M
LCWP
536
Legacy Capital Wealth Partners
Arkansas
$2.34M
BFA
537
Beaumont Financial Advisors
Massachusetts
$2.29M
FAM
538
Frontier Asset Management
Wyoming
$2.29M
ACMG
539
Anchor Capital Management Group
California
$2.28M
VHAM
540
Van Hulzen Asset Management
California
$2.28M
LFS
541
Littlejohn Financial Services
Oregon
$2.27M
US Bancorp
542
US Bancorp
Minnesota
$2.26M
RFC
543
Regions Financial Corp
Alabama
$2.26M
SIC
544
SFE Investment Counsel
California
$2.24M
FA
545
Fullerton Advisors
California
$2.21M
JSL
546
JT Stratford LLC
Georgia
$2.21M
VAS
547
Vestmark Advisory Solutions
Massachusetts
$2.21M
CA
548
Crewe Advisors
Utah
$2.2M
SAS
549
Stelac Advisory Services
New York
$2.2M
NA
550
Note Advisors
New York
$2.18M