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JPMorgan Equity Premium Income ETF

1,343 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 176 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 (+$51M)

0.21% more ownership

Funds ownership: 43.05%43.26% (+0.21%)

4% less funds holding in top 10

Funds holding in top 10: 123118 (-5)

Holders
1,343
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
LI
901
LVZ Inc
Michigan
$567K
RIA
902
Realta Investment Advisors
Delaware
$562K
Fidelity Investments
903
Fidelity Investments
Massachusetts
$562K
JWWM
904
Johnson & White Wealth Management
Pennsylvania
$560K
JFG
905
Jefferies Financial Group
New York
$559K
DA
906
Detalus Advisors
Missouri
$559K
Fisher Asset Management
907
Fisher Asset Management
Washington
$553K
SL
908
Sentinus LLC
Illinois
$551K
KFI
909
Key Financial Inc
Pennsylvania
$550K
PGWA
910
Plus Group Wealth Advisors
Wisconsin
$548K
KPWG
911
KFA Private Wealth Group
Virginia
$545K
KF
912
KKM Financial
Illinois
$542K
OCM
913
One Capital Management
California
$541K
RCG
914
Regatta Capital Group
California
$539K
EWM
915
Endowment Wealth Management
Wisconsin
$537K
QP
916
Quartz Partners
New York
$536K
FA
917
Fiduciary Alliance
South Carolina
$532K
BMCM
918
Bryn Mawr Capital Management
Pennsylvania
$529K
SWM
919
Sherman Wealth Management
Maryland
$525K
MWM
920
Maripau Wealth Management
Indiana
$524K
AIM
921
Advyzon Investment Management
Illinois
$520K
CRWM
922
Castle Rock Wealth Management
California
$519K
CWA
923
Canvas Wealth Advisors
Kansas
$518K
JC
924
JM2 Capital
Oklahoma
$517K
HPC
925
HM Payson & Co
Maine
$512K