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JPMorgan Equity Premium Income ETF

1,345 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 177 funds opening new positions, 581 increasing their positions, 486 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 (+$59.8M)

0.21% more ownership

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

3% less funds holding in top 10

Funds holding in top 10: 123119 (-4)

Holders
1,345
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
119
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
MFGM
801
Marshall Financial Group (Maryland)
Maryland
$867K
PCA
802
Prosperity Capital Advisors
Ohio
$863K
CLA
803
Carnegie Lake Advisors
New Jersey
$860K
CGA
804
Crescent Grove Advisors
Illinois
$850K
AF
805
Apollon Financial
South Carolina
$847K
ACA
806
American Capital Advisory
Idaho
$836K
RWM
807
Ritholtz Wealth Management
New York
$835K
FWA
808
Fidelis Wealth Advisors
Colorado
$830K
DPI
809
Diversified Portfolios Inc
Michigan
$824K
EWM
810
Elevatus Welath Management
New York
$824K
ACM
811
Advance Capital Management
Michigan
$819K
TP
812
Tranquility Partners
Tennessee
$818K
KFAS
813
Keating Financial Advisory Services
Kansas
$815K
CFA
814
Capstone Financial Advisors
Illinois
$814K
LB
815
Legacy Bridge
Iowa
$813K
CAL
816
Capital Advisors Ltd
Ohio
$811K
FVWA
817
Foster Victor Wealth Advisors
South Carolina
$798K
RWS
818
Resolute Wealth Strategies
Mississippi
$797K
WWA
819
Wealth Watch Advisors
Colorado
$793K
AWAP
820
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$791K
AFG
821
Atomi Financial Group
New York
$787K
HAP
822
Harbor Asset Planning
Massachusetts
$787K
FWM
823
Forteris Wealth Management
New York
$784K
PWAM
824
Private Wealth Asset Management
Iowa
$783K
FFA
825
Florida Financial Advisors
Florida
$780K