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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
DPI
826
Diversified Portfolios Inc
Michigan
$824K -$135K -2,358 -14%
EWM
827
Elevatus Welath Management
New York
$824K +$53.5K +937 +7%
ACM
828
Advance Capital Management
Michigan
$819K -$176K -3,088 -18%
TP
829
Tranquility Partners
Tennessee
$818K -$42.8K -749 -5%
KFAS
830
Keating Financial Advisory Services
Kansas
$815K +$813K +14,232 New
CFA
831
Capstone Financial Advisors
Illinois
$814K -$17.6K -308 -2%
LB
832
Legacy Bridge
Iowa
$813K +$17.1K +300 +2%
CAL
833
Capital Advisors Ltd
Ohio
$811K +$16.8K +295 +2%
FVWA
834
Foster Victor Wealth Advisors
South Carolina
$798K -$92.4K -1,618 -11%
RWS
835
Resolute Wealth Strategies
Mississippi
$797K -$14.8K -259 -2%
WWA
836
Wealth Watch Advisors
Colorado
$793K +$791K +13,854 New
AWAP
837
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$791K +$39.6K +693 +5%
AFG
838
Atomi Financial Group
New York
$787K -$83.1K -1,456 -10%
HAP
839
Harbor Asset Planning
Massachusetts
$787K +$63.2K +1,106 +9%
FWM
840
Forteris Wealth Management
New York
$784K +$782K +13,691 New
PWAM
841
Private Wealth Asset Management
Iowa
$783K +$320K +5,603 +69%
FFA
842
Florida Financial Advisors
Florida
$780K +$54K +946 +7%
PTP
843
Platform Technology Partners
New York
$780K +$181K +3,169 +30%
RCWM
844
Red Crane Wealth Management
California
$777K +$2.17K +38 +0.3%
AWA
845
Arete Wealth Advisors
Illinois
$774K +$14K +246 +2%
PFG
846
Prosperity Financial Group
California
$771K -$2.4M -42,046 -76%
MWM
847
Maridea Wealth Management
New York
$769K +$545K +9,544 +246%
BCP
848
Blue Chip Partners
Michigan
$762K -$367K -6,434 -33%
LWL
849
Leo Wealth LLC
Texas
$757K +$756K +13,233 New
EMAM
850
Encompass More Asset Management
California
$757K +$513K +8,977 +211%