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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
MIC
576
Means Investment Company
Maine
$2.06M -$513K -8,985 -20%
RI
577
Ruggiero Investments
Florida
$2.06M +$2.05M +35,964 New
BCM
578
Boreal Capital Management
Florida
$2.05M +$822K +14,399 +67%
ML
579
MLP3 LLC
New Jersey
$2.05M +$2.04M +35,812 New
RSWM
580
Robertson Stephens Wealth Management
California
$2.05M -$1.46M -25,595 -42%
C
581
Croban
Ohio
$2.04M -$6.85K -120 -0.3%
GWM
582
Greenwich Wealth Management
Connecticut
$2.04M -$44.4K -777 -2%
HW
583
Hancock Whitney
Mississippi
$2.03M +$278K +4,874 +16%
RRA
584
Round Rock Advisors
Connecticut
$2.03M +$48.8K +854 +2%
EWA
585
Etesian Wealth Advisors
Oregon
$2.03M +$10.3K +180 +0.5%
BTI
586
Blue Trust Inc
Georgia
$2.02M +$955K +16,728 +90%
KFP
587
Kerr Financial Planning
California
$2.02M +$570K +9,987 +40%
AWA
588
Acorn Wealth Advisors
Michigan
$2.02M -$459K -8,035 -19%
HG
589
Herbst Group
Connecticut
$2.02M -$2.63M -45,974 -57%
OIA
590
OneDigital Investment Advisors
Kansas
$2.02M -$531K -9,304 -21%
WAM
591
Worth Asset Management
Texas
$2.01M -$103K -1,799 -5%
CFG
592
Carr Financial Group
Massachusetts
$2M -$467K -8,185 -19%
IWM
593
IHT Wealth Management
Illinois
$2M -$31.9K -559 -2%
IIA
594
Integral Investment Advisors
California
$1.99M -$10.3K -180 -0.5%
SAW
595
Signal Advisors Wealth
Michigan
$1.98M +$547K +9,574 +38%
CCFM
596
Clear Creek Financial Management
Washington
$1.97M -$316K -5,527 -14%
JSAM
597
J. Safra Asset Management
New York
$1.96M +$291K +5,096 +17%
HA
598
Helium Advisors
Washington
$1.94M -$540K -9,455 -22%
MYIA
599
Mount Yale Investment Advisors
Colorado
$1.94M +$761K +13,333 +66%
RMF
600
Red Mountain Financial
Colorado
$1.93M +$103K +1,812 +6%