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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
GGS
601
Galvin Gaustad & Stein
Arizona
$1.86M
UB
602
Umpqua Bank
Oregon
$1.86M
CSPIA
603
Cary Street Partners Investment Advisory
Virginia
$1.85M
ST
604
Somerset Trust
Pennsylvania
$1.84M
Betterment LLC
605
Betterment LLC
New York
$1.84M
PPF
606
Pacific Park Financial
California
$1.84M
CPC
607
Consolidated Planning Corp
Georgia
$1.84M
HWM
608
HB Wealth Management
Georgia
$1.84M
SLWA
609
San Luis Wealth Advisors
California
$1.84M
VCP
610
Verus Capital Partners
Arizona
$1.83M
LA
611
Lifeworks Advisors
Michigan
$1.82M
MA
612
Modus Advisors
Minnesota
$1.81M
WE
613
Wealth Effects
Massachusetts
$1.81M
GCM
614
Gables Capital Management
Florida
$1.8M
NCM
615
Nelson Capital Management
California
$1.79M
LWM
616
LJI Wealth Management
Indiana
$1.79M
TWM
617
Triton Wealth Management
Arizona
$1.79M
AIA
618
Armor Investment Advisors
North Carolina
$1.77M
CAGAS
619
Capital Advisory Group Advisory Services
Minnesota
$1.77M
BWM
620
BKM Wealth Management
Wisconsin
$1.75M
CAS
621
Coppell Advisory Solutions
Texas
$1.74M
MFA
622
Mayflower Financial Advisors
Massachusetts
$1.74M
KFS
623
Kelly Financial Services
Massachusetts
$1.73M
SDWIA
624
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.73M
GPWM
625
Grant Private Wealth Management
California
$1.72M