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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
PTP
826
Platform Technology Partners
New York
$780K
RCWM
827
Red Crane Wealth Management
California
$777K
AWA
828
Arete Wealth Advisors
Illinois
$774K
PFG
829
Prosperity Financial Group
California
$771K
MWM
830
Maridea Wealth Management
New York
$769K
BCP
831
Blue Chip Partners
Michigan
$762K
LWL
832
Leo Wealth LLC
Texas
$757K
EMAM
833
Encompass More Asset Management
California
$757K
TF
834
Tandem Financial
Colorado
$757K
RA
835
Rockingstone Advisors
Massachusetts
$756K
LWM
836
Lionsbridge Wealth Management
Florida
$756K
XPN
837
XY Planning Network
Montana
$751K
CFS
838
CRA Financial Services
New Jersey
$750K
TWM
839
TopTier Wealth Management
Wisconsin
$741K
WSCM
840
Wellington Shields Capital Management
New York
$740K
FGA
841
Fortis Group Advisors
New Jersey
$738K
CFS
842
Commonwealth Financial Services
West Virginia
$737K
OWP
843
ORG Wealth Partners
Texas
$735K
EWM
844
Evercore Wealth Management
New York
$735K
DIA
845
Dana Investment Advisors
Wisconsin
$734K
PFA
846
Pure Financial Advisors
California
$730K
TMWM
847
Taylor & Morgan Wealth Management
Michigan
$725K
LWM
848
Lakeridge Wealth Management
Ohio
$722K
CFP
849
Cascade Financial Partners
California
$721K
ZBNA
850
Zions Bancorporation, National Association
Utah
$718K