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JPMorgan Equity Premium Income ETF

1,362 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 583 increasing their positions, 489 reducing their positions, and 83 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:

1% more capital invested

Capital invested by funds: $17.8B → $18B (+$152M)

1% more funds holding in top 10

Funds holding in top 10: 123124 (+1)

0.43% more ownership

Funds ownership: 43.06%43.49% (+0.43%)

Holders
1,362
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
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
PCM
801
Pincus Capital Management
New York
$887K
CAM
802
Concorde Asset Management
Michigan
$887K
AWP
803
Axis Wealth Partners
Rhode Island
$886K
FNBT
804
FineMark National Bank & Trust
Florida
$886K
MFG
805
Menard Financial Group
Texas
$882K
FG
806
Fiduciary Group
Georgia
$882K
III
807
Independent Investors Inc
New York
$871K
MFGM
808
Marshall Financial Group (Maryland)
Maryland
$867K
PCA
809
Prosperity Capital Advisors
Ohio
$863K
CLA
810
Carnegie Lake Advisors
New Jersey
$860K
CWRPL
811
Cassady Wealth & Retirement Planning, LLC
Nevada
$852K
CGA
812
Crescent Grove Advisors
Illinois
$850K
AWML
813
Athena Wealth Management, LLC
Nevada
$849K
AF
814
Apollon Financial
South Carolina
$847K
ACA
815
American Capital Advisory
Idaho
$836K
RWM
816
Ritholtz Wealth Management
New York
$835K
FWA
817
Fidelis Wealth Advisors
Colorado
$830K
DPI
818
Diversified Portfolios Inc
Michigan
$824K
EWM
819
Elevatus Welath Management
New York
$824K
ACM
820
Advance Capital Management
Michigan
$819K
TP
821
Tranquility Partners
Tennessee
$818K
KFAS
822
Keating Financial Advisory Services
Kansas
$815K
CFA
823
Capstone Financial Advisors
Illinois
$814K
LB
824
Legacy Bridge
Iowa
$813K
CAL
825
Capital Advisors Ltd
Ohio
$811K