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JPMorgan Equity Premium Income ETF

1,380 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 198 funds opening new positions, 587 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: 124126 (+2)

1% more capital invested

Capital invested by funds: $17.9B → $18.1B (+$267M)

0.71% more ownership

Funds ownership: 43.1%43.81% (+0.71%)

Holders
1,380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
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
LBC
1001
Leigh Baldwin & Co
New York
$417K
4WM
1002
49 Wealth Management
Texas
$417K
VWM
1003
Venturi Wealth Management
Texas
$412K
SP
1004
Stablepoint Partners
Massachusetts
$408K
IAS
1005
Integrity Advisory Solutions
Texas
$407K
National Bank of Canada
1006
National Bank of Canada
Quebec, Canada
$407K
CCT
1007
Capital City Trust
Florida
$407K
QWM
1008
Quadcap Wealth Management
Texas
$406K
WOSD
1009
WFA of San Diego
California
$405K
OWM
1010
Orgel Wealth Management
Wisconsin
$404K
TDC
1011
Thompson Davis & Co
Virginia
$404K
VCM
1012
Vivaldi Capital Management
Illinois
$403K
TWM
1013
Tanglewood Wealth Management
Texas
$403K
AA
1014
Advisory Advocates
Michigan
$401K
BONH
1015
Bank of New Hampshire
New Hampshire
$401K
RWP
1016
Reliant Wealth Planning
Kentucky
$399K
AAP
1017
Arax Advisory Partners
Colorado
$398K
CB
1018
Commerce Bank
Missouri
$398K
WAS
1019
Winch Advisory Services
Wisconsin
$396K
SC
1020
Sepio Capital
Utah
$395K
CAM
1021
Columbia Asset Management
Michigan
$395K
WFPG
1022
Waller Financial Planning Group
Ohio
$392K
CAP
1023
Columbia Advisory Partners
Washington
$392K
WMP
1024
Wealth Management Partners
Arizona
$391K
BBL
1025
Beck Bode LLC
Massachusetts
$388K