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JPMorgan Equity Premium Income ETF

1,378 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 197 funds opening new positions, 586 increasing their positions, 491 reducing their positions, and 84 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:

2% more funds holding in top 10

Funds holding in top 10: 123125 (+2)

1% more capital invested

Capital invested by funds: $17.8B → $18.1B (+$265M)

0.71% more ownership

Funds ownership: 43.08%43.79% (+0.71%)

Holders
1,378
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
125
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
SIC
76
Sterling Investment Counsel
New York
$27.8M
RA
77
Rational Advisors
New York
$27.4M
BPA
78
Beacon Pointe Advisors
California
$27.2M
Cerity Partners
79
Cerity Partners
New York
$26.9M
ACA
80
Aptus Capital Advisors
Alabama
$26.7M
HAS
81
HBW Advisory Services
California
$26.4M
PFS
82
Prospera Financial Services
Texas
$26.1M
DC
83
Davenport & Co
Virginia
$25.8M
WWMSC
84
Wagner Wealth Management (South Carolina)
South Carolina
$25.7M
CFG
85
Cooper Financial Group
California
$24.9M
MT
86
Midwest Trust
Kansas
$24.8M
BCI
87
Brinker Capital Investments
Pennsylvania
$24.6M
Citigroup
88
Citigroup
New York
$24M
FMLI
89
Fukoku Mutual Life Insurance
Japan
$23.8M
OFS
90
Orrstown Financial Services
Pennsylvania
$23.6M
Lido Advisors
91
Lido Advisors
California
$23M
MW
92
Melia Wealth
Oklahoma
$22.4M
APP
93
Avantax Planning Partners
Iowa
$22.1M
PWMAG
94
Pinnacle Wealth Management Advisory Group
New Jersey
$21.9M
TM
95
TigerOak Management
New Mexico
$21.7M
GWMIA
96
Global Wealth Management Investment Advisory
Florida
$21.3M
CPIG
97
Chicago Partners Investment Group
Illinois
$21.2M
CFP
98
Curran Financial Partners
South Carolina
$21.2M
RWM
99
Rezny Wealth Management
Florida
$20.9M
SIM
100
Stratos Investment Management
Ohio
$20.7M