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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
MWM
1051
Mission Wealth Management
California
$319K
MHWM
1052
Montz Harcus Wealth Management
Louisiana
$317K
LAS
1053
LWM Advisory Services
Florida
$316K
1IA
1054
1620 Investment Advisors
Massachusetts
$315K
RB
1055
Renasant Bank
Mississippi
$314K
CPA
1056
Clear Point Advisors
New York
$314K
KA
1057
KLCM Advisors
Wisconsin
$312K
CIA
1058
Cape Investment Advisory
Georgia
$311K
Qube Research & Technologies (QRT)
1059
Qube Research & Technologies (QRT)
United Kingdom
$311K
GEA
1060
Glen Eagle Advisors
New Jersey
$310K
CCG
1061
Cypress Capital Group
Florida
$309K
KCIC
1062
Kuhn & Co Investment Counsel
Illinois
$309K
LPAM
1063
Lodestar Private Asset Management
California
$309K
GPWA
1064
Gaddis Premier Wealth Advisors
Oklahoma
$308K
NP
1065
NorthRock Partners
Minnesota
$307K
SCA
1066
STALEY CAPITAL ADVISERS
Pennsylvania
$306K
SAM
1067
SP Asset Management
California
$306K
AC
1068
AIFG Consultants
New York
$306K
BPWM
1069
Badgley Phelps Wealth Managers
Washington
$301K
SAG
1070
SageView Advisory Group
California
$299K
BAM
1071
BOS Asset Management
Illinois
$298K
SW
1072
Solidarity Wealth
Utah
$292K
HI
1073
Hudock Inc
Pennsylvania
$292K
HW
1074
Hamilton Wealth
California
$291K
MCFP
1075
Mallini Complete Financial Planning
Florida
$290K