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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
NA
551
Note Advisors
New York
$2.18M
LFA
552
LGT Financial Advisors
Texas
$2.18M
AA
553
Ancora Advisors
Ohio
$2.17M
TC
554
TFR Capital
Texas
$2.17M
CIA
555
Caerus Investment Advisors
Texas
$2.16M
BFPW
556
BOK Financial Private Wealth
Colorado
$2.16M
GWS
557
Greykasell Wealth Strategies
California
$2.13M
NCG
558
Newport Capital Group
New Jersey
$2.12M
BFG
559
Bleakley Financial Group
New Jersey
$2.12M
OFO
560
OneAscent Family Office
Alabama
$2.09M
PFO
561
PMG Family Office
Texas
$2.09M
AC
562
Avestar Capital
New York
$2.08M
MIC
563
Means Investment Company
Maine
$2.06M
RI
564
Ruggiero Investments
Florida
$2.06M
BCM
565
Boreal Capital Management
Florida
$2.05M
ML
566
MLP3 LLC
New Jersey
$2.05M
RSWM
567
Robertson Stephens Wealth Management
California
$2.05M
C
568
Croban
Ohio
$2.04M
GWM
569
Greenwich Wealth Management
Connecticut
$2.04M
HW
570
Hancock Whitney
Mississippi
$2.03M
RRA
571
Round Rock Advisors
Connecticut
$2.03M
EWA
572
Etesian Wealth Advisors
Oregon
$2.03M
BTI
573
Blue Trust Inc
Georgia
$2.02M
KFP
574
Kerr Financial Planning
California
$2.02M
AWA
575
Acorn Wealth Advisors
Michigan
$2.02M