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JPMorgan Equity Premium Income ETF

1,361 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 583 increasing their positions, 489 reducing their positions, and 83 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:

1% more capital invested

Capital invested by funds: $17.8B → $18B (+$151M)

1% more funds holding in top 10

Funds holding in top 10: 123124 (+1)

0.43% more ownership

Funds ownership: 43.06%43.49% (+0.43%)

Holders
1,361
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
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
CFS
851
Commonwealth Financial Services
West Virginia
$737K
OWP
852
ORG Wealth Partners
Texas
$735K
EWM
853
Evercore Wealth Management
New York
$735K
DIA
854
Dana Investment Advisors
Wisconsin
$734K
PFA
855
Pure Financial Advisors
California
$730K
TMWM
856
Taylor & Morgan Wealth Management
Michigan
$725K
LWM
857
Lakeridge Wealth Management
Ohio
$722K
CFP
858
Cascade Financial Partners
California
$721K
ZBNA
859
Zions Bancorporation, National Association
Utah
$718K
LFA
860
Laraway Financial Advisors
Minnesota
$718K
WB
861
WesBanco Bank
West Virginia
$718K
NB
862
NBT Bank
New York
$715K
PCM
863
Pennsylvania Capital Management
Pennsylvania
$714K
PPC
864
Park Place Capital
Alabama
$706K
PAM
865
Pegasus Asset Management
New York
$705K
WB
866
West Bancorporation
Iowa
$704K
CWS
867
Cypress Wealth Services
California
$702K
MWP
868
Madison Wealth Partners
Wisconsin
$701K
NIWA
869
New Insight Wealth Advisors
California
$701K
GCWM
870
Guided Capital Wealth Management
Texas
$686K
BWP
871
Balboa Wealth Partners
Arizona
$684K
GAM
872
Grandview Asset Management
Pennsylvania
$676K
LFS
873
Lighthouse Financial Services
California
$674K
AFAS
874
Acorn Financial Advisory Services
Virginia
$674K
PCS
875
Personal CFO Solutions
New Jersey
$670K