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