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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
WDG
701
Wealth Dimensions Group
Ohio
$1.33M -$133K -2,327 -9%
TAM
702
Tucker Asset Management
Colorado
$1.32M -$48.5K -849 -4%
PFA
703
Plotkin Financial Advisors
Maryland
$1.32M -$26.6K -465 -2%
LI
704
LRI Investments
Florida
$1.31M -$230K -4,033 -15%
BWP
705
Burling Wealth Partners
Illinois
$1.3M -$19.8K -347 -2%
FWP
706
Falcon Wealth Planning
California
$1.29M +$305K +5,339 +31%
NG
707
Novem Group
New York
$1.29M -$134K -2,349 -9%
LAM
708
L2 Asset Management
Massachusetts
$1.29M +$790K +13,843 +160%
PE
709
PCM Encore
Colorado
$1.29M +$1.28M +22,475 New
SWIM
710
Smallwood Wealth Investment Management
New Jersey
$1.28M +$143K +2,513 +13%
FPWM
711
FSB Premier Wealth Management
Iowa
$1.28M -$111K -1,950 -8%
RA
712
RoundAngle Advisors
New Jersey
$1.27M -$16.4K -288 -1%
MCA
713
Millennium Capital Advisors
Arkansas
$1.27M -$285 -5 -0%
TWM
714
Trueblood Wealth Management
Ohio
$1.27M +$9.19K +161 +0.7%
Fifth Third Bancorp
715
Fifth Third Bancorp
Ohio
$1.26M -$76.2K -1,335 -6%
LS
716
Leelyn Smith
Illinois
$1.26M +$21.9K +384 +2%
FPGK
717
Financial Partners Group (Kansas)
Kansas
$1.26M -$291K -5,092 -19%
BCG
718
Bravias Capital Group
New Jersey
$1.26M +$480K +8,404 +62%
CW
719
Code Waechter
Florida
$1.25M +$36.8K +645 +3%
GS
720
GWN Securities
Florida
$1.25M +$420K +7,357 +51%
MMCM
721
Murphy & Mullick Capital Management
New York
$1.24M -$8.96K -157 -0.7%
CAM
722
CPA Asset Management
Florida
$1.23M +$19.2K +336 +2%
PPW
723
Pasadena Private Wealth
California
$1.23M -$80.2K -1,405 -6%
Northern Trust
724
Northern Trust
Illinois
$1.22M -$99.1K -1,736 -8%
TWM
725
TCFG Wealth Management
California
$1.21M -$11.2K -196 -0.9%