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JPMorgan Equity Premium Income ETF

1,342 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 175 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 (+$45.5M)

0.19% more ownership

Funds ownership: 43.05%43.24% (+0.19%)

4% less funds holding in top 10

Funds holding in top 10: 123118 (-5)

Holders
1,342
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
RIA
901
Realta Investment Advisors
Delaware
$562K
Fidelity Investments
902
Fidelity Investments
Massachusetts
$562K
JWWM
903
Johnson & White Wealth Management
Pennsylvania
$560K
JFG
904
Jefferies Financial Group
New York
$559K
DA
905
Detalus Advisors
Missouri
$559K
Fisher Asset Management
906
Fisher Asset Management
Washington
$553K
SL
907
Sentinus LLC
Illinois
$551K
KFI
908
Key Financial Inc
Pennsylvania
$550K
PGWA
909
Plus Group Wealth Advisors
Wisconsin
$548K
KPWG
910
KFA Private Wealth Group
Virginia
$545K
KF
911
KKM Financial
Illinois
$542K
OCM
912
One Capital Management
California
$541K
RCG
913
Regatta Capital Group
California
$539K
EWM
914
Endowment Wealth Management
Wisconsin
$537K
QP
915
Quartz Partners
New York
$536K
FA
916
Fiduciary Alliance
South Carolina
$532K
BMCM
917
Bryn Mawr Capital Management
Pennsylvania
$529K
SWM
918
Sherman Wealth Management
Maryland
$525K
MWM
919
Maripau Wealth Management
Indiana
$524K
AIM
920
Advyzon Investment Management
Illinois
$520K
CRWM
921
Castle Rock Wealth Management
California
$519K
CWA
922
Canvas Wealth Advisors
Kansas
$518K
JC
923
JM2 Capital
Oklahoma
$517K
HPC
924
HM Payson & Co
Maine
$512K
CFP
925
Comprehensive Financial Planning
Pennsylvania
$510K