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JPMorgan Equity Premium Income ETF

1,380 hedge funds and large institutions have $18.1B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 587 increasing their positions, 491 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 84

97% more call options, than puts

Call options by funds: $48.5M | Put options by funds: $24.6M

20% more repeat investments, than reductions

Existing positions increased: 587 | Existing positions reduced: 491

7% more funds holding

Funds holding: 1,2891,380 (+91)

2% more funds holding in top 10

Funds holding in top 10: 124126 (+2)

1% more capital invested

Capital invested by funds: $17.9B → $18.1B (+$267M)

0.71% more ownership

Funds ownership: 43.1%43.81% (+0.71%)

Holders
1,380
Holders Change
+91
Holders Change %
+7.06%
% of All Funds
16.79%
Holding in Top 10
126
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.61%
% of All Funds
1.53%
New
198
Increased
587
Reduced
491
Closed
84
Calls
$48.5M
Puts
$24.6M
Net Calls
+$23.9M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
526
Riverbend Wealth Management
South Carolina
$2.54M +$122K +2,129 +5%
JF
527
JSF Financial
California
$2.53M -$586K -10,271 -19%
PWM
528
Purus Wealth Management
California
$2.53M -$77.2K -1,352 -3%
OPWM
529
Oxinas Partners Wealth Management
Indiana
$2.5M +$1.79M +31,330 +252%
WA
530
Whipplewood Advisors
Colorado
$2.5M -$1.37M -23,934 -35%
TWP
531
Tyche Wealth Partners
Texas
$2.5M +$292K +5,119 +13%
GC
532
Guilbault Capital
Louisiana
$2.5M +$2.49M +43,645 New
CA
533
CoreCap Advisors
Michigan
$2.48M +$194K +3,393 +9%
RMC
534
Ring Mountain Capital
California
$2.48M +$45.1K +789 +2%
ACA
535
Arsenal Capital Advisors
Pennsylvania
$2.47M +$2.45M +42,895 New
CCA
536
Cora Capital Advisors
New Jersey
$2.43M -$125K -2,182 -5%
IWN
537
Independent Wealth Network
Iowa
$2.43M -$5.25K -92 -0.2%
BB
538
Bell Bank
North Dakota
$2.43M +$219K +3,835 +10%
S4W
539
Solutions 4 Wealth
Texas
$2.43M +$969K +16,976 +67%
SCM
540
Sage Capital Management
New Jersey
$2.42M +$471K +8,246 +24%
IP
541
Integras Partners
Georgia
$2.41M +$29.8K +522 +1%
HWMO
542
Heritage Wealth Management (Ohio)
Ohio
$2.41M +$125K +2,190 +5%
HFRG
543
Houlihan Financial Resource Group
Virginia
$2.38M +$1.9M +33,355 +432%
SFG
544
Sovereign Financial Group
Connecticut
$2.36M +$356K +6,241 +18%
I
545
INVST
Indiana
$2.35M +$51.9K +909 +2%
SSWM
546
Sheets Smith Wealth Management
North Carolina
$2.35M -$23.2K -407 -1%
MP
547
McDonald Partners
Ohio
$2.34M +$109K +1,908 +5%
BIS
548
BG Investment Services
Guam
$2.34M -$1.6M -27,938 -41%
LCWP
549
Legacy Capital Wealth Partners
Arkansas
$2.34M +$187K +3,272 +9%
BFA
550
Beaumont Financial Advisors
Massachusetts
$2.29M +$59.9K +1,049 +3%