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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
OMC
601
Old Mission Capital
Illinois
$1.93M +$1.92M +33,662 New
AG
602
AmeriFlex Group
Nevada
$1.91M +$1.34M +23,463 +238%
SW
603
SteelPeak Wealth
California
$1.9M -$820K -14,359 -30%
AGWCA
604
Annis Gardner Whiting Capital Advisors
Florida
$1.9M +$101K +1,776 +6%
PP
605
PDS Planning
Ohio
$1.9M +$24.8K +434 +1%
SIS
606
Sound Income Strategies
Florida
$1.9M +$45.7K +801 +3%
AWE
607
Avidian Wealth Enterprises
Texas
$1.88M +$230K +4,032 +14%
BW
608
BIP Wealth
Georgia
$1.87M +$1.87M +32,742 New
ISFAN
609
Investor's Fiduciary Advisor Network
Washington
$1.87M -$201K -3,528 -10%
PFA
610
Perryman Financial Advisory
Texas
$1.87M +$1.87M +32,665 New
RC
611
Resolute Capital
South Carolina
$1.87M +$1.86M +32,620 New
TCM
612
Triumph Capital Management
Colorado
$1.87M -$86K -1,507 -4%
AA
613
Acorns Advisers
California
$1.86M +$266K +4,655 +17%
GGS
614
Galvin Gaustad & Stein
Arizona
$1.86M -$247K -4,331 -12%
UB
615
Umpqua Bank
Oregon
$1.86M +$548K +9,599 +42%
CSPIA
616
Cary Street Partners Investment Advisory
Virginia
$1.85M +$1.54M +27,036 +517%
ST
617
Somerset Trust
Pennsylvania
$1.84M +$3.83K +67 +0.2%
Betterment LLC
618
Betterment LLC
New York
$1.84M +$580K +10,158 +46%
PPF
619
Pacific Park Financial
California
$1.84M +$1.84M +32,143 New
CPC
620
Consolidated Planning Corp
Georgia
$1.84M -$21.9K -383 -1%
HWM
621
HB Wealth Management
Georgia
$1.84M -$1.06M -18,528 -37%
SLWA
622
San Luis Wealth Advisors
California
$1.84M -$1.08M -18,885 -37%
VCP
623
Verus Capital Partners
Arizona
$1.83M -$2.19M -38,433 -55%
LA
624
Lifeworks Advisors
Michigan
$1.82M -$1.18M -20,705 -39%
MA
625
Modus Advisors
Minnesota
$1.81M +$5.94K +104 +0.3%