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JPMorgan Equity Premium Income ETF

1,402 hedge funds and large institutions have $18.9B invested in JPMorgan Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 718 increasing their positions, 440 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

4% more capital invested

Capital invested by funds: $18.1B → $18.9B (+$742M)

0% more funds holding in top 10

Funds holding in top 10: 126126 (0)

0.72% less ownership

Funds ownership: 43.81%43.09% (-0.72%)

Holders
1,402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$58M
Puts
$55.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
851
Rockingstone Advisors
Massachusetts
$759K
LWM
852
Lionsbridge Wealth Management
Florida
$757K
PAM
853
Pegasus Asset Management
New York
$755K
LWL
854
Leo Wealth LLC
Texas
$753K
KWS
855
Keystone Wealth Services
California
$750K
PFG
856
Prosperity Financial Group
California
$748K
CFP
857
Cascade Financial Partners
California
$748K
IWMO
858
Integrated Wealth Management (Ohio)
Ohio
$744K
CFS
859
CRA Financial Services
New Jersey
$743K
DPI
860
Diversified Portfolios Inc
Michigan
$743K
CFS
861
Commonwealth Financial Services
West Virginia
$738K
AFAS
862
Acorn Financial Advisory Services
Virginia
$738K
LWM
863
Lakeridge Wealth Management
Ohio
$732K
TWM
864
TopTier Wealth Management
Wisconsin
$732K
DIA
865
Dana Investment Advisors
Wisconsin
$727K
PVI
866
Pine Valley Investments
New Jersey
$725K
BWP
867
Balboa Wealth Partners
Arizona
$725K
UBS AM
868
UBS AM
Illinois
$723K
OAG
869
Oakmont Advisory Group
New Mexico
$718K
HAP
870
Harbor Asset Planning
Massachusetts
$717K
OWM
871
Orgel Wealth Management
Wisconsin
$716K
TMWM
872
Taylor & Morgan Wealth Management
Michigan
$714K
WFPG
873
Waller Financial Planning Group
Ohio
$712K
ACP
874
Arcus Capital Partners
Georgia
$710K
HOWA
875
Heritage Oak Wealth Advisors
Florida
$708K