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JPMorgan Equity Premium Income ETF

1,343 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 581 increasing their positions, 485 reducing their positions, and 82 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:

0% more capital invested

Capital invested by funds: $17.8B → $17.9B (+$51M)

0.21% more ownership

Funds ownership: 43.05%43.26% (+0.21%)

4% less funds holding in top 10

Funds holding in top 10: 123118 (-5)

Holders
1,343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
118
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
WCM
751
Winebrenner Capital Management
Kentucky
$1.04M
FHC
752
First Heartland Consultants
Missouri
$1.03M
LFS
753
Legacy Financial Strategies
Kansas
$1.03M
ACP
754
Aviance Capital Partners
Florida
$1.03M
SFG
755
SevenBridge Financial Group
Pennsylvania
$1.03M
MAM
756
Mainsail Asset Management
Alabama
$1M
MWM
757
Marion Wealth Management
Pennsylvania
$1M
NLP
758
Next Level Private
New York
$1M
NL
759
NVWM LLC
Pennsylvania
$997K
PA
760
ProCore Advisors
California
$993K
MF
761
Meridian Financial
Massachusetts
$987K
GIA
762
Gladstone Institutional Advisory
Florida
$977K
UW
763
Unique Wealth
Florida
$977K
GWM
764
Gilpin Wealth Management
Colorado
$968K
IAA
765
Independence Asset Advisors
Pennsylvania
$968K
SFWC
766
Strategic Family Wealth Counselors
New Jersey
$965K
O3W
767
Omni 360 Wealth
New Jersey
$965K
SA
768
Sovran Advisors
California
$962K
AI
769
Auour Investments
Massachusetts
$962K
TA
770
Tactive Advisors
Florida
$961K
JWM
771
Jupiter Wealth Management
Colorado
$959K
LSA
772
L & S Advisors
California
$955K
CWM
773
Collaborative Wealth Management
Florida
$950K
MSFS
774
Main Street Financial Solutions
Pennsylvania
$948K
CCMW
775
Cypress Capital Management (Wyoming)
Wyoming
$938K