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JPMorgan Equity Premium Income ETF

1,402 hedge funds and large institutions have $18.9B invested in JPMorgan Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 718 increasing their positions, 440 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

4% more capital invested

Capital invested by funds: $18.1B → $18.9B (+$742M)

0% more funds holding in top 10

Funds holding in top 10: 126126 (0)

0.72% less ownership

Funds ownership: 43.81%43.09% (-0.72%)

Holders
1,402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$58M
Puts
$55.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
626
Sequoia Financial Advisors
Ohio
$1.77M
SIG
627
Spinnaker Investment Group
California
$1.77M
SW
628
SteelPeak Wealth
California
$1.77M
AGP
629
Autumn Glory Partners
Texas
$1.76M
XF
630
XML Financial
Maryland
$1.73M
MFA
631
Mayflower Financial Advisors
Massachusetts
$1.73M
BWM
632
BKM Wealth Management
Wisconsin
$1.73M
SG
633
StoneX Group
New York
$1.73M
AIM
634
Aspen Investment Management
Michigan
$1.73M
GPWM
635
Grant Private Wealth Management
California
$1.72M
GCM
636
Gables Capital Management
Florida
$1.72M
SNBOSD
637
Security National Bank of So Dak
Iowa
$1.69M
FHC
638
First Horizon Corporation
Tennessee
$1.69M
RSWM
639
Robertson Stephens Wealth Management
California
$1.65M
HSA
640
HBK Sorce Advisory
Pennsylvania
$1.64M
EM
641
ELCO Management
New York
$1.64M
HG
642
Herbst Group
Connecticut
$1.63M
PSCM
643
Per Stirling Capital Management
Texas
$1.62M
BFG
644
Bleakley Financial Group
New Jersey
$1.61M
SI
645
Stirlingshire Investments
New York
$1.6M
TWP
646
Triad Wealth Partners
Kansas
$1.6M
RPGK
647
Retirement Planning Group (Kansas)
Kansas
$1.6M
GWMR
648
GC Wealth Management RIA
Massachusetts
$1.6M
HWM
649
HB Wealth Management
Georgia
$1.59M
PRTG
650
Post Resch Tallon Group
New York
$1.58M