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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
FAM
551
Frontier Asset Management
Wyoming
$2.29M +$156K +2,731 +7%
ACMG
552
Anchor Capital Management Group
California
$2.28M
VHAM
553
Van Hulzen Asset Management
California
$2.28M +$5.2K +91 +0.2%
LFS
554
Littlejohn Financial Services
Oregon
$2.27M +$136K +2,377 +6%
US Bancorp
555
US Bancorp
Minnesota
$2.26M +$206K +3,616 +10%
RFC
556
Regions Financial Corp
Alabama
$2.26M +$1.6M +28,083 +248%
SIC
557
SFE Investment Counsel
California
$2.24M -$174K -3,056 -7%
CW
558
Cedarwood Wealth
Colorado
$2.23M +$2.17M +38,079 New
FA
559
Fullerton Advisors
California
$2.21M +$2.21M +38,683 New
JSL
560
JT Stratford LLC
Georgia
$2.21M -$208K -3,640 -9%
VAS
561
Vestmark Advisory Solutions
Massachusetts
$2.21M +$1.33M +23,262 +151%
CA
562
Crewe Advisors
Utah
$2.2M +$543K +9,514 +33%
SAS
563
Stelac Advisory Services
New York
$2.2M -$121K -2,122 -5%
NA
564
Note Advisors
New York
$2.18M +$162K +2,843 +8%
LFA
565
LGT Financial Advisors
Texas
$2.18M -$158K -2,769 -7%
AA
566
Ancora Advisors
Ohio
$2.17M +$88.2K +1,545 +4%
TC
567
TFR Capital
Texas
$2.17M +$94.4K +1,653 +5%
CIA
568
Caerus Investment Advisors
Texas
$2.16M -$1.34M -23,444 -38%
BFPW
569
BOK Financial Private Wealth
Colorado
$2.16M +$59.3K +1,038 +3%
GWS
570
Greykasell Wealth Strategies
California
$2.13M +$39.7K +696 +2%
NCG
571
Newport Capital Group
New Jersey
$2.12M +$124K +2,173 +6%
BFG
572
Bleakley Financial Group
New Jersey
$2.12M -$7.84M -137,277 -79%
OFO
573
OneAscent Family Office
Alabama
$2.09M +$38.6K +676 +2%
PFO
574
PMG Family Office
Texas
$2.09M -$58.8K -1,030 -3%
AC
575
Avestar Capital
New York
$2.08M -$436K -7,641 -17%