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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
WE
626
Wealth Effects
Massachusetts
$1.81M +$9.88K +173 +0.6%
GCM
627
Gables Capital Management
Florida
$1.8M -$19.1K -335 -1%
NCM
628
Nelson Capital Management
California
$1.79M -$314K -5,491 -15%
LWM
629
LJI Wealth Management
Indiana
$1.79M +$515K +9,023 +41%
TWM
630
Triton Wealth Management
Arizona
$1.79M +$832K +14,579 +91%
AIA
631
Armor Investment Advisors
North Carolina
$1.77M -$4.33M -75,818 -71%
CAGAS
632
Capital Advisory Group Advisory Services
Minnesota
$1.77M -$97.8K -1,712 -5%
BWM
633
BKM Wealth Management
Wisconsin
$1.75M +$58.8K +1,029 +3%
NPT
634
National Philanthropic Trust
Pennsylvania
$1.74M
CAS
635
Coppell Advisory Solutions
Texas
$1.74M +$196K +3,432 +13%
MFA
636
Mayflower Financial Advisors
Massachusetts
$1.74M -$58K -1,016 -3%
KFS
637
Kelly Financial Services
Massachusetts
$1.73M +$269K +4,708 +18%
SDWIA
638
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.73M +$183K +3,200 +12%
GPWM
639
Grant Private Wealth Management
California
$1.72M -$120K -2,103 -7%
QWM
640
QP Wealth Management
New Jersey
$1.72M +$1.71M +30,017 New
SNBOSD
641
Security National Bank of So Dak
Iowa
$1.71M
BAG
642
Bridgewealth Advisory Group
California
$1.7M -$4.66M -81,644 -73%
GCM
643
Generation Capital Management
New York
$1.7M +$128K +2,233 +8%
SIG
644
Spinnaker Investment Group
California
$1.67M +$4.22K +74 +0.3%
PRTG
645
Post Resch Tallon Group
New York
$1.67M +$22.1K +387 +1%
EFA
646
Edge Financial Advisors
Illinois
$1.67M +$942K +16,502 +131%
EM
647
ELCO Management
New York
$1.66M -$22.8K -400 -1%
NWM
648
Nolet Wealth Management
Texas
$1.64M +$1.64M +28,669 New
MCM
649
Mainstream Capital Management
California
$1.64M -$41K -718 -2%
MPPLM
650
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.63M +$192K +3,369 +13%