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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
LGA
51
Lebenthal Global Advisors
New York
$43.8M +$964K +16,879 +2%
SWM
52
SHP Wealth Management
Massachusetts
$42.9M +$42.8M +749,160 New
AWM
53
Apollon Wealth Management
South Carolina
$42.5M -$2.29M -40,026 -5%
KCM
54
Kathmere Capital Management
Pennsylvania
$41.9M +$2.53M +44,376 +6%
NYLIM
55
New York Life Investment Management
New York
$41.6M +$27.3M +477,935 +192%
HIP
56
HUB Investment Partners
Texas
$41.5M -$632K -11,077 -2%
OC
57
Oakworth Capital
Alabama
$40.8M +$2.58M +45,195 +7%
NA
58
NewEdge Advisors
Louisiana
$39M +$2.8M +49,115 +8%
PA
59
Pinnacle Associates
New York
$39M -$775K -13,574 -2%
NA
60
Nottingham Advisors
New York
$38.5M -$503K -8,813 -1%
KPWS
61
Kestra Private Wealth Services
Texas
$37.6M +$1.39M +24,330 +4%
MCM
62
MAI Capital Management
Ohio
$37.1M +$7.76M +135,936 +27%
P
63
&Partners
Tennessee
$36.8M -$1.08M -18,985 -3%
SI
64
Stephens Inc
Arkansas
$35.5M -$1.38M -24,207 -4%
FFBTD
65
First Financial Bank - Trust Division
Ohio
$34.7M +$2.37M +41,562 +7%
CBA
66
Coastal Bridge Advisors
Connecticut
$34.6M -$780K -13,659 -2%
CIA
67
Capital Investment Advisors
Georgia
$34.1M -$1.42M -24,919 -4%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$32M +$5.94M +104,089 +24%
CE
69
Cornerstone Enterprises
Wisconsin
$31.1M +$1.24M +21,738 +4%
PS
70
Principal Securities
Iowa
$30.2M -$5.35M -93,753 -15%
BFG
71
Bouchey Financial Group
New York
$29.7M +$2.45M +42,993 +9%
SA
72
Sanctuary Advisors
Indiana
$28.8M -$15.3M -267,984 -35%
Mariner
73
Mariner
Kansas
$28.5M +$2.79M +48,930 +11%
BF
74
BOK Financial
Oklahoma
$27.9M +$1.41M +24,659 +5%
HAS
75
Horizon Advisory Services
New York
$27.8M +$169K +2,960 +0.6%