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JPMorgan Equity Premium Income ETF

1,361 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 583 increasing their positions, 489 reducing their positions, and 83 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:

1% more capital invested

Capital invested by funds: $17.8B → $18B (+$151M)

1% more funds holding in top 10

Funds holding in top 10: 123124 (+1)

0.43% more ownership

Funds ownership: 43.06%43.49% (+0.43%)

Holders
1,361
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
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
CW
551
Cedarwood Wealth
Colorado
$2.23M
FA
552
Fullerton Advisors
California
$2.21M
JSL
553
JT Stratford LLC
Georgia
$2.21M
VAS
554
Vestmark Advisory Solutions
Massachusetts
$2.21M
CA
555
Crewe Advisors
Utah
$2.2M
SAS
556
Stelac Advisory Services
New York
$2.2M
NA
557
Note Advisors
New York
$2.18M
LFA
558
LGT Financial Advisors
Texas
$2.18M
AA
559
Ancora Advisors
Ohio
$2.17M
TC
560
TFR Capital
Texas
$2.17M
CIA
561
Caerus Investment Advisors
Texas
$2.16M
BFPW
562
BOK Financial Private Wealth
Colorado
$2.16M
GWS
563
Greykasell Wealth Strategies
California
$2.13M
NCG
564
Newport Capital Group
New Jersey
$2.12M
BFG
565
Bleakley Financial Group
New Jersey
$2.12M
OFO
566
OneAscent Family Office
Alabama
$2.09M
PFO
567
PMG Family Office
Texas
$2.09M
AC
568
Avestar Capital
New York
$2.08M
MIC
569
Means Investment Company
Maine
$2.06M
RI
570
Ruggiero Investments
Florida
$2.06M
BCM
571
Boreal Capital Management
Florida
$2.05M
ML
572
MLP3 LLC
New Jersey
$2.05M
RSWM
573
Robertson Stephens Wealth Management
California
$2.05M
C
574
Croban
Ohio
$2.04M
GWM
575
Greenwich Wealth Management
Connecticut
$2.04M