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JPMorgan Equity Premium Income ETF

1,402 hedge funds and large institutions have $18.9B invested in JPMorgan Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 718 increasing their positions, 440 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

4% more capital invested

Capital invested by funds: $18.1B → $18.9B (+$742M)

0% more funds holding in top 10

Funds holding in top 10: 126126 (0)

0.72% less ownership

Funds ownership: 43.81%43.09% (-0.72%)

Holders
1,402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$58M
Puts
$55.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
601
Cary Street Partners Investment Advisory
Virginia
$1.92M
MIC
602
Means Investment Company
Maine
$1.92M
AWA
603
Acorn Wealth Advisors
Michigan
$1.92M
ML
604
MLP3 LLC
New Jersey
$1.92M
RRA
605
Round Rock Advisors
Connecticut
$1.92M
SLWA
606
San Luis Wealth Advisors
California
$1.91M
SWASL
607
Spartan Wealth Advisory Services LLC
Michigan
$1.91M
TF
608
Tompkins Financial
New York
$1.91M
NPT
609
National Philanthropic Trust
Pennsylvania
$1.9M
VCP
610
Verus Capital Partners
Arizona
$1.9M
ST
611
Somerset Trust
Pennsylvania
$1.89M
WE
612
Wealth Effects
Massachusetts
$1.88M
CIA
613
Caerus Investment Advisors
Texas
$1.87M
PFA
614
Perryman Financial Advisory
Texas
$1.87M
KFS
615
Kelly Financial Services
Massachusetts
$1.87M
SDWIA
616
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.87M
US Bancorp
617
US Bancorp
Minnesota
$1.86M
WMA
618
West Michigan Advisors
Michigan
$1.84M
NA
619
Nordwand Advisors
Pennsylvania
$1.83M
UB
620
Umpqua Bank
Oregon
$1.82M
ISFAN
621
Investor's Fiduciary Advisor Network
Washington
$1.81M
MPPLM
622
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.81M
Fidelity Investments
623
Fidelity Investments
Massachusetts
$1.8M
MA
624
Modus Advisors
Minnesota
$1.79M
NWA
625
Navis Wealth Advisors
New York
$1.78M