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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
EWA
901
Evolution Wealth Advisors
Florida
$613K -$453K -7,942 -43%
RWP
902
RWA Wealth Partners
Massachusetts
$607K +$74.7K +1,309 +14%
VVP
903
Venture Visionary Partners
Ohio
$607K -$12.8K -224 -2%
HZ
904
Hixon Zuercher
Ohio
$605K -$55.2K -966 -8%
SFO
905
Stenger Family Office
Illinois
$604K +$603K +10,558 New
PAM
906
PVG Asset Management
Colorado
$603K +$14K +245 +2%
FT
907
Fiduciary Trust
Massachusetts
$596K +$47.8K +837 +9%
DIM
908
Delta Investment Management
California
$596K -$107K -1,879 -15%
CP
909
Camelot Portfolios
Ohio
$595K -$30.9K -542 -5%
BWM
910
BCS Wealth Management
Tennessee
$592K +$319K +5,593 +118%
ACM
911
Aurdan Capital Management
Pennsylvania
$587K
TL
912
Tradewinds LLC
North Carolina
$586K +$1.77K +31 +0.3%
AMM
913
American Money Management
California
$585K +$21K +368 +4%
SMH
914
Sanders Morris Harris
Texas
$584K -$207K -3,622 -26%
MWM
915
Mascoma Wealth Management
New Hampshire
$583K -$16.5K -289 -3%
FCFC
916
First Commonwealth Financial Corp
Pennsylvania
$583K -$189K -3,313 -25%
MCM
917
Monument Capital Management
Virginia
$579K -$209K -3,664 -27%
SMF
918
Sterling Manor Financial
New York
$576K +$91.2K +1,597 +19%
FA
919
Fortis Advisors
Pennsylvania
$574K +$10.7K +188 +2%
MWM
920
Mattern Wealth Management
Kansas
$570K +$14.3K +250 +3%
CCIA
921
Cherry Creek Investment Advisors
Colorado
$569K -$178K -3,122 -24%
LI
922
LVZ Inc
Michigan
$567K +$85.8K +1,503 +18%
RIA
923
Realta Investment Advisors
Delaware
$562K +$84.5K +1,479 +18%
Fidelity Investments
924
Fidelity Investments
Massachusetts
$562K +$520K +9,107 +1,295%
JWWM
925
Johnson & White Wealth Management
Pennsylvania
$560K +$6.79K +119 +1%