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JPMorgan Equity Premium Income ETF

1,342 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 175 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 (+$45.5M)

0.19% more ownership

Funds ownership: 43.05%43.24% (+0.19%)

4% less funds holding in top 10

Funds holding in top 10: 123118 (-5)

Holders
1,342
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
CLA
801
Carnegie Lake Advisors
New Jersey
$860K
CGA
802
Crescent Grove Advisors
Illinois
$850K
AF
803
Apollon Financial
South Carolina
$847K
ACA
804
American Capital Advisory
Idaho
$836K
RWM
805
Ritholtz Wealth Management
New York
$835K
FWA
806
Fidelis Wealth Advisors
Colorado
$830K
DPI
807
Diversified Portfolios Inc
Michigan
$824K
EWM
808
Elevatus Welath Management
New York
$824K
ACM
809
Advance Capital Management
Michigan
$819K
TP
810
Tranquility Partners
Tennessee
$818K
KFAS
811
Keating Financial Advisory Services
Kansas
$815K
CFA
812
Capstone Financial Advisors
Illinois
$814K
LB
813
Legacy Bridge
Iowa
$813K
CAL
814
Capital Advisors Ltd
Ohio
$811K
FVWA
815
Foster Victor Wealth Advisors
South Carolina
$798K
RWS
816
Resolute Wealth Strategies
Mississippi
$797K
WWA
817
Wealth Watch Advisors
Colorado
$793K
AWAP
818
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$791K
AFG
819
Atomi Financial Group
New York
$787K
HAP
820
Harbor Asset Planning
Massachusetts
$787K
FWM
821
Forteris Wealth Management
New York
$784K
PWAM
822
Private Wealth Asset Management
Iowa
$783K
FFA
823
Florida Financial Advisors
Florida
$780K
PTP
824
Platform Technology Partners
New York
$780K
RCWM
825
Red Crane Wealth Management
California
$777K