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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
TF
851
Tandem Financial
Colorado
$757K -$156K -2,724 -17%
RA
852
Rockingstone Advisors
Massachusetts
$756K +$5.71K +100 +0.8%
LWM
853
Lionsbridge Wealth Management
Florida
$756K -$1.07M -18,708 -59%
XPN
854
XY Planning Network
Montana
$751K +$749K +13,118 New
CFS
855
CRA Financial Services
New Jersey
$750K +$268K +4,695 +56%
TWM
856
TopTier Wealth Management
Wisconsin
$741K +$739K +12,950 New
WSCM
857
Wellington Shields Capital Management
New York
$740K +$114 +2 +0%
IWMO
858
Integrated Wealth Management (Ohio)
Ohio
$739K +$737K +12,912 New
FGA
859
Fortis Group Advisors
New Jersey
$738K -$9.31K -163 -1%
CFS
860
Commonwealth Financial Services
West Virginia
$737K -$17.8K -312 -2%
OWP
861
ORG Wealth Partners
Texas
$735K +$57.2K +1,002 +8%
EWM
862
Evercore Wealth Management
New York
$735K -$85.7K -1,500 -10%
DIA
863
Dana Investment Advisors
Wisconsin
$734K +$409K +7,165 +126%
PFA
864
Pure Financial Advisors
California
$730K +$31.5K +552 +5%
TMWM
865
Taylor & Morgan Wealth Management
Michigan
$725K -$105K -1,845 -13%
LWM
866
Lakeridge Wealth Management
Ohio
$722K +$12.6K +221 +2%
CFP
867
Cascade Financial Partners
California
$721K +$194K +3,400 +37%
ZBNA
868
Zions Bancorporation, National Association
Utah
$718K +$31.4K +550 +5%
LFA
869
Laraway Financial Advisors
Minnesota
$718K +$149K +2,610 +26%
WB
870
WesBanco Bank
West Virginia
$718K +$39.3K +689 +6%
NB
871
NBT Bank
New York
$715K +$148K +2,595 +34%
PCM
872
Pennsylvania Capital Management
Pennsylvania
$714K -$795K -13,924 -53%
PPC
873
Park Place Capital
Alabama
$706K +$328K +5,747 +87%
PAM
874
Pegasus Asset Management
New York
$705K +$65K +1,138 +10%
WB
875
West Bancorporation
Iowa
$704K -$20K -350 -3%