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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
DOA
676
D'Orazio & Associates
Virginia
$1.41M
CWP
677
Concord Wealth Partners
Virginia
$1.4M
PAS
678
PKS Advisory Services
New York
$1.39M
IWB
679
Innovative Wealth Building
Maryland
$1.38M
EP
680
Edgestream Partners
New Jersey
$1.37M
IAA
681
Independent Advisor Alliance
North Carolina
$1.37M
MPWS
682
McCarter Private Wealth Services
Massachusetts
$1.37M
TIA
683
Teucrium Investment Advisors
Vermont
$1.37M
SWP
684
Sagespring Wealth Partners
Tennessee
$1.37M
PSIWM
685
Paradigm Strategies in Wealth Management
Minnesota
$1.36M
SNBOSCI
686
Security National Bank of Sioux City Iowa
Iowa
$1.35M
ACA
687
Ascension Capital Advisors
Texas
$1.35M
EWM
688
Elevation Wealth Management
Minnesota
$1.35M
CFG
689
Citizens Financial Group
Rhode Island
$1.34M
DAS
690
Diversify Advisory Services
Utah
$1.34M
KIM
691
Kestra Investment Management
Texas
$1.34M
FRA
692
Frank Rimerman Advisors
California
$1.33M
WDG
693
Wealth Dimensions Group
Ohio
$1.33M
TAM
694
Tucker Asset Management
Colorado
$1.32M
PFA
695
Plotkin Financial Advisors
Maryland
$1.32M
LI
696
LRI Investments
Florida
$1.31M
BWP
697
Burling Wealth Partners
Illinois
$1.3M
FWP
698
Falcon Wealth Planning
California
$1.29M
NG
699
Novem Group
New York
$1.29M
LAM
700
L2 Asset Management
Massachusetts
$1.29M