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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
GWMR
651
GC Wealth Management RIA
Massachusetts
$1.61M +$1.61M +28,152 New
PSCM
652
Per Stirling Capital Management
Texas
$1.6M +$80.3K +1,406 +5%
BFG
653
Berger Financial Group
Minnesota
$1.59M +$36.5K +640 +2%
BlackRock
654
BlackRock
New York
$1.59M -$186K -3,256 -11%
IA
655
IFG Advisory
Georgia
$1.58M +$1.58M +27,650 New
XF
656
XML Financial
Maryland
$1.57M +$298K +5,215 +24%
CIG
657
Cascade Investment Group
Colorado
$1.56M -$145K -2,544 -9%
TPCW
658
TD Private Client Wealth
New York
$1.56M +$1.42M +24,858 +1,070%
CWP
659
Cyndeo Wealth Partners
Florida
$1.54M +$730K +12,790 +90%
HWM
660
Howard Wealth Management
Connecticut
$1.54M +$53.2K +931 +4%
SWA
661
Strategic Wealth Advisors
Arizona
$1.54M +$1.54M +26,891 New
DCA
662
DB&C Advisors
Michigan
$1.53M +$1.52M +26,704 New
HSA
663
HBK Sorce Advisory
Pennsylvania
$1.53M +$144K +2,525 +11%
WANY
664
Wealthspire Advisors (New York)
New York
$1.52M -$328K -5,749 -18%
FH
665
FWG Holdings
Florida
$1.51M +$350K +6,134 +31%
TWP
666
Triad Wealth Partners
Kansas
$1.5M -$324K -5,666 -18%
AGP
667
Autumn Glory Partners
Texas
$1.49M +$248K +4,347 +20%
PF
668
Prosperitas Financial
California
$1.49M +$56K +980 +4%
MWM
669
Meridian Wealth Management
Kentucky
$1.49M +$60.1K +1,052 +4%
AAS
670
Ameritas Advisory Services
Nebraska
$1.49M +$230K +4,027 +18%
SDH
671
Sloy Dahl & Holst
Washington
$1.48M -$48.8K -854 -3%
VAM
672
Verity Asset Management
North Carolina
$1.47M -$3.55M -62,209 -71%
AIM
673
Aspen Investment Management
Michigan
$1.47M +$1.47M +25,707 New
TAM
674
Tocqueville Asset Management
New York
$1.46M
CCM
675
Coldstream Capital Management
Washington
$1.46M +$196K +3,430 +16%