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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
SF
751
Sun Financial
Utah
$1.09M +$1.09M +19,005 New
SPWG
752
Syntegra Private Wealth Group
Missouri
$1.09M -$27.1K -474 -2%
EFL
753
ERn Financial LLC
Wisconsin
$1.09M +$90.7K +1,589 +9%
CAM
754
Cozad Asset Management
Illinois
$1.08M -$34.7K -608 -3%
SFA
755
Sequoia Financial Advisors
Ohio
$1.08M -$87.7K -1,536 -8%
MGIA
756
Moneta Group Investment Advisors
Missouri
$1.08M +$357K +6,257 +50%
CCAM
757
Cascades Capital Asset Management
North Carolina
$1.07M -$188K -3,296 -15%
WTC
758
WhitTier Trust Company
Nevada
$1.07M +$85.7K +1,500 +9%
BI
759
Beckerman Institutional
New Jersey
$1.06M -$55.6K -973 -5%
SIM
760
Studio Investment Management
Illinois
$1.06M +$74.7K +1,308 +8%
WIM
761
WealthPlan Investment Management
Nebraska
$1.05M -$831K -14,552 -44%
CPA
762
Cathy Pareto & Associates
Florida
$1.05M -$182K -3,179 -15%
WIA
763
Westbourne Investment Advisors
Maryland
$1.05M +$51.4K +900 +5%
IF
764
Intrua Financial
Texas
$1.05M -$607K -10,628 -37%
SS
765
Sunbelt Securities
Texas
$1.04M -$208K -3,637 -17%
WCM
766
Winebrenner Capital Management
Kentucky
$1.04M -$274K -4,804 -21%
FHC
767
First Heartland Consultants
Missouri
$1.03M -$214K -3,745 -17%
LFS
768
Legacy Financial Strategies
Kansas
$1.03M -$214K -3,744 -17%
ACP
769
Aviance Capital Partners
Florida
$1.03M +$55.1K +965 +6%
SFG
770
SevenBridge Financial Group
Pennsylvania
$1.03M -$272K -4,772 -21%
MAM
771
Mainsail Asset Management
Alabama
$1M +$7.2K +126 +0.7%
MWM
772
Marion Wealth Management
Pennsylvania
$1M -$61.4K -1,075 -6%
NLP
773
Next Level Private
New York
$1M -$2.7M -47,278 -73%
NL
774
NVWM LLC
Pennsylvania
$997K +$35.8K +627 +4%
PWM
775
Prosperity Wealth Management
California
$995K -$98.4K -1,724 -9%