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