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JPMorgan Equity Premium Income ETF

1,339 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 174 funds opening new positions, 580 increasing their positions, 484 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 (+$38.3M)

0.18% more ownership

Funds ownership: 43.05%43.23% (+0.18%)

5% less funds holding in top 10

Funds holding in top 10: 123117 (-6)

Holders
1,339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
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
BPA
76
Beacon Pointe Advisors
California
$27.2M
Cerity Partners
77
Cerity Partners
New York
$26.9M
ACA
78
Aptus Capital Advisors
Alabama
$26.7M
HAS
79
HBW Advisory Services
California
$26.4M
PFS
80
Prospera Financial Services
Texas
$26.1M
DC
81
Davenport & Co
Virginia
$25.8M
WWMSC
82
Wagner Wealth Management (South Carolina)
South Carolina
$25.7M
CFG
83
Cooper Financial Group
California
$24.9M
MT
84
Midwest Trust
Kansas
$24.8M
BCI
85
Brinker Capital Investments
Pennsylvania
$24.6M
Citigroup
86
Citigroup
New York
$24M
FMLI
87
Fukoku Mutual Life Insurance
Japan
$23.8M
OFS
88
Orrstown Financial Services
Pennsylvania
$23.6M
Lido Advisors
89
Lido Advisors
California
$23M
MW
90
Melia Wealth
Oklahoma
$22.4M
APP
91
Avantax Planning Partners
Iowa
$22.1M
PWMAG
92
Pinnacle Wealth Management Advisory Group
New Jersey
$21.9M
TM
93
TigerOak Management
New Mexico
$21.7M
GWMIA
94
Global Wealth Management Investment Advisory
Florida
$21.3M
CPIG
95
Chicago Partners Investment Group
Illinois
$21.2M
CFP
96
Curran Financial Partners
South Carolina
$21.2M
RWM
97
Rezny Wealth Management
Florida
$20.9M
SIM
98
Stratos Investment Management
Ohio
$20.7M
BFA
99
Beacon Financial Advisory
Ohio
$20.5M
WA
100
Waverly Advisors
Alabama
$20.2M