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JPMorgan Equity Premium Income ETF

1,343 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 581 increasing their positions, 485 reducing their positions, and 82 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:

0% more capital invested

Capital invested by funds: $17.8B → $17.9B (+$51M)

0.21% more ownership

Funds ownership: 43.05%43.26% (+0.21%)

4% less funds holding in top 10

Funds holding in top 10: 123118 (-5)

Holders
1,343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
118
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
TWP
651
Triad Wealth Partners
Kansas
$1.5M
AGP
652
Autumn Glory Partners
Texas
$1.49M
PF
653
Prosperitas Financial
California
$1.49M
MWM
654
Meridian Wealth Management
Kentucky
$1.49M
AAS
655
Ameritas Advisory Services
Nebraska
$1.49M
SDH
656
Sloy Dahl & Holst
Washington
$1.48M
VAM
657
Verity Asset Management
North Carolina
$1.47M
AIM
658
Aspen Investment Management
Michigan
$1.47M
TAM
659
Tocqueville Asset Management
New York
$1.46M
CCM
660
Coldstream Capital Management
Washington
$1.46M
TCA
661
Transcend Capital Advisors
New Jersey
$1.45M
SMC
662
Smith, Moore & Co
Missouri
$1.45M
IFWM
663
Institute for Wealth Management
Colorado
$1.45M
FFC
664
Frederick Financial Consultants
Maryland
$1.43M
WA
665
Wealth Alliance
New York
$1.42M
Brown Advisory
666
Brown Advisory
Maryland
$1.42M
ACM
667
Andina Capital Management
Utah
$1.42M
T
668
Tableaux
Massachusetts
$1.41M
DOA
669
D'Orazio & Associates
Virginia
$1.41M
CWP
670
Concord Wealth Partners
Virginia
$1.4M
PAS
671
PKS Advisory Services
New York
$1.39M
IWB
672
Innovative Wealth Building
Maryland
$1.38M
EP
673
Edgestream Partners
New Jersey
$1.37M
IAA
674
Independent Advisor Alliance
North Carolina
$1.37M
MPWS
675
McCarter Private Wealth Services
Massachusetts
$1.37M