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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
CFP
926
Comprehensive Financial Planning
Pennsylvania
$510K
CHJWM
927
Carlton Hofferkamp & Jenks Wealth Management
Texas
$506K
CA
928
Crumly & Associates
Illinois
$506K
MC
929
Matisse Capital
Oregon
$502K
CCA
930
Corps Capital Advisors
Texas
$500K
FCP
931
Fidelis Capital Partners
Florida
$496K
NB
932
Nicolet Bankshares
Wisconsin
$494K
SA
933
Sincerus Advisory
New York
$494K
CGH
934
Crossmark Global Holdings
Texas
$493K
4WM
935
4J Wealth Management
Virginia
$492K
OCA
936
Odyssey Capital Advisors
Pennsylvania
$490K
RWM
937
Riverchase Wealth Management
Texas
$485K
CPP
938
Capasso Planning Partners
South Carolina
$485K
SFG
939
Shum Financial Group
California
$484K
BIG
940
Brookwood Investment Group
Arizona
$483K
RDWM
941
Red Door Wealth Management
Tennessee
$482K
MCA
942
MSH Capital Advisors
Arizona
$479K
AFA
943
American Financial Advisors
Georgia
$476K
TF
944
Tompkins Financial
New York
$476K
KeyBank National Association
945
KeyBank National Association
Ohio
$474K
SEA
946
Stegent Equity Advisors
Texas
$468K
MWM
947
Modera Wealth Management
New Jersey
$467K
CPWL
948
Coquina Private Wealth LLC
Florida
$467K
TYCC
949
Texas Yale Capital Corp
Florida
$467K
WP
950
WealthSpring Partners
California
$465K