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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
BMWM
726
Brown Miller Wealth Management
Virginia
$1.21M +$21.6K +379 +2%
AFO
727
Arrowroot Family Office
California
$1.21M +$114K +1,989 +10%
CFS
728
Coordinated Financial Services
Colorado
$1.2M -$355K -6,212 -23%
MAMG
729
Milestone Asset Management Group
Connecticut
$1.19M +$451K +7,899 +61%
BAM
730
BTS Asset Management
Massachusetts
$1.18M -$25.5K -447 -2%
CWMS
731
Cannon Wealth Management Services
North Carolina
$1.17M +$50.1K +877 +4%
HCMT
732
Highland Capital Management (Tennessee)
Tennessee
$1.17M +$14.6K +255 +1%
Bessemer Group
733
Bessemer Group
New Jersey
$1.16M
SFG
734
SNS Financial Group
Minnesota
$1.16M +$136K +2,377 +13%
HC
735
Hourglass Capital
Texas
$1.15M -$571K -10,000 -33%
YWM
736
Yukon Wealth Management
Kansas
$1.14M +$1.11M +19,520 New
MLRA
737
Main Line Retirement Advisors
Montana
$1.14M +$191K +3,350 +20%
WKSWA
738
White Knight Strategic Wealth Advisors
New Jersey
$1.13M +$138K +2,410 +14%
SA
739
Strategic Advisors
New York
$1.13M +$158K +2,774 +16%
MW
740
Maia Wealth
Colorado
$1.13M -$153K -2,681 -12%
NA
741
Nordwand Advisors
Pennsylvania
$1.12M
ACM
742
Alpha Capital Management
Texas
$1.12M -$45.1K -790 -4%
RFA
743
Reyes Financial Architecture
California
$1.12M +$243K +4,253 +28%
BWM
744
BCGM Wealth Management
Indiana
$1.11M -$233K -4,087 -17%
FLPIM
745
F.L. Putnam Investment Management
Massachusetts
$1.11M +$41.2K +722 +4%
JHCP
746
Jackson Hole Capital Partners
Oklahoma
$1.11M +$721K +12,621 +185%
BA
747
Bellwether Advisors
Nebraska
$1.11M
PWP
748
Private Wealth Partners
California
$1.1M -$1.95M -34,216 -64%
TW
749
TritonPoint Wealth
Maryland
$1.1M -$29.1K -509 -3%
FFG
750
Fiduciary Financial Group
California
$1.09M +$152K +2,662 +16%