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JPMorgan Equity Premium Income ETF

1,361 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 583 increasing their positions, 489 reducing their positions, and 83 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:

1% more capital invested

Capital invested by funds: $17.8B → $18B (+$151M)

1% more funds holding in top 10

Funds holding in top 10: 123124 (+1)

0.43% more ownership

Funds ownership: 43.06%43.49% (+0.43%)

Holders
1,361
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
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
BW
601
BIP Wealth
Georgia
$1.87M
ISFAN
602
Investor's Fiduciary Advisor Network
Washington
$1.87M
PFA
603
Perryman Financial Advisory
Texas
$1.87M
RC
604
Resolute Capital
South Carolina
$1.87M
TCM
605
Triumph Capital Management
Colorado
$1.87M
AA
606
Acorns Advisers
California
$1.86M
GGS
607
Galvin Gaustad & Stein
Arizona
$1.86M
UB
608
Umpqua Bank
Oregon
$1.86M
CSPIA
609
Cary Street Partners Investment Advisory
Virginia
$1.85M
ST
610
Somerset Trust
Pennsylvania
$1.84M
Betterment LLC
611
Betterment LLC
New York
$1.84M
PPF
612
Pacific Park Financial
California
$1.84M
CPC
613
Consolidated Planning Corp
Georgia
$1.84M
HWM
614
HB Wealth Management
Georgia
$1.84M
SLWA
615
San Luis Wealth Advisors
California
$1.84M
VCP
616
Verus Capital Partners
Arizona
$1.83M
LA
617
Lifeworks Advisors
Michigan
$1.82M
MA
618
Modus Advisors
Minnesota
$1.81M
WE
619
Wealth Effects
Massachusetts
$1.81M
GCM
620
Gables Capital Management
Florida
$1.8M
NCM
621
Nelson Capital Management
California
$1.79M
LWM
622
LJI Wealth Management
Indiana
$1.79M
TWM
623
Triton Wealth Management
Arizona
$1.79M
AIA
624
Armor Investment Advisors
North Carolina
$1.77M
CAGAS
625
Capital Advisory Group Advisory Services
Minnesota
$1.77M