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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
PA
776
ProCore Advisors
California
$993K +$991K +17,350 New
MF
777
Meridian Financial
Massachusetts
$987K +$385K +6,751 +64%
GIA
778
Gladstone Institutional Advisory
Florida
$977K -$424K -7,423 -30%
UW
779
Unique Wealth
Florida
$977K -$108K -1,891 -10%
GWM
780
Gilpin Wealth Management
Colorado
$968K +$966K +16,909 New
IAA
781
Independence Asset Advisors
Pennsylvania
$968K +$250K +4,374 +35%
SFWC
782
Strategic Family Wealth Counselors
New Jersey
$965K +$141K +2,477 +17%
O3W
783
Omni 360 Wealth
New Jersey
$965K -$126K -2,212 -12%
SA
784
Sovran Advisors
California
$962K -$1.61M -28,172 -63%
AI
785
Auour Investments
Massachusetts
$962K +$238K +4,165 +33%
TA
786
Tactive Advisors
Florida
$961K +$6.62K +116 +0.7%
JWM
787
Jupiter Wealth Management
Colorado
$959K
LSA
788
L & S Advisors
California
$955K +$82.6K +1,447 +9%
CWM
789
Collaborative Wealth Management
Florida
$950K +$624K +10,935 +193%
MSFS
790
Main Street Financial Solutions
Pennsylvania
$948K -$2.41M -42,205 -72%
CCMW
791
Cypress Capital Management (Wyoming)
Wyoming
$938K -$446K -7,803 -32%
BRG
792
Bay Rivers Group
Virginia
$935K +$246K +4,316 +36%
PCM
793
Pointe Capital Management
Michigan
$932K -$60K -1,050 -6%
CPA
794
Cardiff Park Advisors
California
$931K -$141K -2,464 -13%
ACP
795
Argyle Capital Partners
California
$931K -$114K -1,999 -11%
EPW
796
Endeavor Private Wealth
Kansas
$931K +$97.8K +1,713 +12%
KIA
797
Kraematon Investment Advisors
Massachusetts
$930K -$922K -16,145 -50%
BCM
798
Brasada Capital Management
Texas
$929K -$27.4K -480 -3%
APW
799
Atlantic Private Wealth
North Carolina
$928K +$237K +4,152 +34%
BFWA
800
Benchmark Financial Wealth Advisors
Florida
$924K -$200K -3,510 -18%