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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
CWS
876
Cypress Wealth Services
California
$702K +$700K +12,267 New
MWP
877
Madison Wealth Partners
Wisconsin
$701K -$34.5K -605 -5%
NIWA
878
New Insight Wealth Advisors
California
$701K +$357K +6,250 +104%
GCWM
879
Guided Capital Wealth Management
Texas
$686K +$684K +11,986 New
BWP
880
Balboa Wealth Partners
Arizona
$684K -$82K -1,436 -11%
ACP
881
Arcus Capital Partners
Georgia
$679K +$1.14K +20 +0.2%
GAM
882
Grandview Asset Management
Pennsylvania
$676K -$28.9K -507 -4%
LFS
883
Lighthouse Financial Services
California
$674K +$673K +11,783 New
AFAS
884
Acorn Financial Advisory Services
Virginia
$674K +$89.7K +1,571 +15%
PCS
885
Personal CFO Solutions
New Jersey
$670K -$240K -4,210 -26%
PVI
886
Pine Valley Investments
New Jersey
$659K +$70.1K +1,228 +12%
LA
887
Latitude Advisors
Florida
$658K -$39.8K -697 -6%
BPW
888
BlueDoor Private Wealth
Massachusetts
$657K +$655K +11,476 New
LWA
889
Lineweaver Wealth Advisors
Ohio
$649K -$62.1K -1,088 -9%
CT
890
Colonial Trust
South Carolina
$646K
AWM
891
Atticus Wealth Management
Florida
$646K +$79.6K +1,394 +14%
DWG
892
Darden Wealth Group
Michigan
$643K +$15.7K +275 +3%
GCA
893
Greenwood Capital Associates
South Carolina
$637K +$11.4K +200 +2%
TC
894
Trust Company
Kansas
$636K +$60.4K +1,058 +11%
AWM
895
Activest Wealth Management
Florida
$634K +$3.14K +55 +0.5%
PNC
896
Park National Corp
Ohio
$630K +$185K +3,245 +42%
HIS
897
Harvest Investment Services
Illinois
$629K +$76.9K +1,346 +14%
FFG
898
Fortune Financial Group
Florida
$625K +$616K +10,788 New
PGF
899
Plan Group Financial
Oklahoma
$621K +$223K +3,901 +56%
FAM
900
Formidable Asset Management
Ohio
$618K +$50.9K +892 +9%