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