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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
TCA
676
Transcend Capital Advisors
New Jersey
$1.45M -$325K -5,700 -18%
SMC
677
Smith, Moore & Co
Missouri
$1.45M -$294K -5,147 -17%
IFWM
678
Institute for Wealth Management
Colorado
$1.45M +$17.2K +302 +1%
FFC
679
Frederick Financial Consultants
Maryland
$1.43M +$1.43M +25,024 New
WA
680
Wealth Alliance
New York
$1.42M -$53.2K -932 -4%
Brown Advisory
681
Brown Advisory
Maryland
$1.42M -$455K -7,965 -24%
ACM
682
Andina Capital Management
Utah
$1.42M -$89.4K -1,565 -6%
T
683
Tableaux
Massachusetts
$1.41M -$4.08M -71,480 -74%
DOA
684
D'Orazio & Associates
Virginia
$1.41M -$3.37K -59 -0.2%
CWP
685
Concord Wealth Partners
Virginia
$1.4M +$19.7K +345 +1%
PAS
686
PKS Advisory Services
New York
$1.39M +$81.8K +1,433 +6%
IWB
687
Innovative Wealth Building
Maryland
$1.38M -$68.2K -1,195 -5%
EP
688
Edgestream Partners
New Jersey
$1.37M +$890K +15,588 +186%
IAA
689
Independent Advisor Alliance
North Carolina
$1.37M -$253K -4,424 -16%
MPWS
690
McCarter Private Wealth Services
Massachusetts
$1.37M -$43K -753 -3%
TIA
691
Teucrium Investment Advisors
Vermont
$1.37M +$1.36M +23,905 New
SWP
692
Sagespring Wealth Partners
Tennessee
$1.37M -$66.5K -1,164 -5%
PSIWM
693
Paradigm Strategies in Wealth Management
Minnesota
$1.36M +$2.17K +38 +0.2%
SNBOSCI
694
Security National Bank of Sioux City Iowa
Iowa
$1.35M
ACA
695
Ascension Capital Advisors
Texas
$1.35M +$761K +13,327 +130%
EWM
696
Elevation Wealth Management
Minnesota
$1.35M +$1.34M +23,381 New
CFG
697
Citizens Financial Group
Rhode Island
$1.34M -$939K -16,452 -41%
DAS
698
Diversify Advisory Services
Utah
$1.34M -$459K -8,042 -26%
KIM
699
Kestra Investment Management
Texas
$1.34M +$109K +1,915 +9%
FRA
700
Frank Rimerman Advisors
California
$1.33M -$25.8K -452 -2%