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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
BWM
626
BKM Wealth Management
Wisconsin
$1.75M
CAS
627
Coppell Advisory Solutions
Texas
$1.74M
MFA
628
Mayflower Financial Advisors
Massachusetts
$1.74M
KFS
629
Kelly Financial Services
Massachusetts
$1.73M
SDWIA
630
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.73M
GPWM
631
Grant Private Wealth Management
California
$1.72M
QWM
632
QP Wealth Management
New Jersey
$1.72M
SNBOSD
633
Security National Bank of So Dak
Iowa
$1.71M
BAG
634
Bridgewealth Advisory Group
California
$1.7M
GCM
635
Generation Capital Management
New York
$1.7M
SIG
636
Spinnaker Investment Group
California
$1.67M
PRTG
637
Post Resch Tallon Group
New York
$1.67M
EFA
638
Edge Financial Advisors
Illinois
$1.67M
EM
639
ELCO Management
New York
$1.66M
NWM
640
Nolet Wealth Management
Texas
$1.64M
MCM
641
Mainstream Capital Management
California
$1.64M
MPPLM
642
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.63M
GWMR
643
GC Wealth Management RIA
Massachusetts
$1.61M
PSCM
644
Per Stirling Capital Management
Texas
$1.6M
BFG
645
Berger Financial Group
Minnesota
$1.59M
BlackRock
646
BlackRock
New York
$1.59M
IA
647
IFG Advisory
Georgia
$1.58M
XF
648
XML Financial
Maryland
$1.57M
CIG
649
Cascade Investment Group
Colorado
$1.56M
TPCW
650
TD Private Client Wealth
New York
$1.56M