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JPMorgan Equity Premium Income ETF

1,361 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 583 increasing their positions, 489 reducing their positions, and 83 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:

1% more capital invested

Capital invested by funds: $17.8B → $18B (+$151M)

1% more funds holding in top 10

Funds holding in top 10: 123124 (+1)

0.43% more ownership

Funds ownership: 43.06%43.49% (+0.43%)

Holders
1,361
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
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
RA
76
Rational Advisors
New York
$27.4M
BPA
77
Beacon Pointe Advisors
California
$27.2M
Cerity Partners
78
Cerity Partners
New York
$26.9M
ACA
79
Aptus Capital Advisors
Alabama
$26.7M
HAS
80
HBW Advisory Services
California
$26.4M
PFS
81
Prospera Financial Services
Texas
$26.1M
DC
82
Davenport & Co
Virginia
$25.8M
WWMSC
83
Wagner Wealth Management (South Carolina)
South Carolina
$25.7M
CFG
84
Cooper Financial Group
California
$24.9M
MT
85
Midwest Trust
Kansas
$24.8M
BCI
86
Brinker Capital Investments
Pennsylvania
$24.6M
Citigroup
87
Citigroup
New York
$24M
FMLI
88
Fukoku Mutual Life Insurance
Japan
$23.8M
OFS
89
Orrstown Financial Services
Pennsylvania
$23.6M
Lido Advisors
90
Lido Advisors
California
$23M
MW
91
Melia Wealth
Oklahoma
$22.4M
APP
92
Avantax Planning Partners
Iowa
$22.1M
PWMAG
93
Pinnacle Wealth Management Advisory Group
New Jersey
$21.9M
TM
94
TigerOak Management
New Mexico
$21.7M
GWMIA
95
Global Wealth Management Investment Advisory
Florida
$21.3M
CPIG
96
Chicago Partners Investment Group
Illinois
$21.2M
CFP
97
Curran Financial Partners
South Carolina
$21.2M
RWM
98
Rezny Wealth Management
Florida
$20.9M
SIM
99
Stratos Investment Management
Ohio
$20.7M
BFA
100
Beacon Financial Advisory
Ohio
$20.5M