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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
LWMM
1051
Legacy Wealth Management (Mississippi)
Mississippi
$359K
PGFC
1052
Peapack-Gladstone Financial Corp
New Jersey
$358K
NF
1053
NavPoint Financial
Minnesota
$358K
NAS
1054
Nicolet Advisory Services
Wisconsin
$357K
B
1055
Bailard
California
$357K
ARC
1056
Advisor Resource Council
Texas
$354K
MFP
1057
Meridian Financial Partners
Virginia
$352K
ECA
1058
Elevate Capital Advisors
Colorado
$351K
PP
1059
Patron Partners
Texas
$350K
PMSA
1060
Patrick M. Sweeney & Associates
Illinois
$348K
EWM
1061
EPG Wealth Management
Georgia
$347K
CWP
1062
Core Wealth Partners
California
$345K
1WM
1063
1900 Wealth Management
Texas
$344K
TR
1064
Tepp RIA
New Jersey
$344K
WFP
1065
Welch Financial Planning
Colorado
$343K
RFA
1066
Rollins Financial Advisors
New York
$339K
CWA
1067
Crux Wealth Advisors
California
$333K
GFPC
1068
Global Financial Private Client
Florida
$332K
WIC
1069
Woodmont Investment Counsel
Tennessee
$329K
FFG
1070
Fortress Financial Group
Minnesota
$329K
FCA
1071
Fortis Capital Advisors
Kansas
$328K
CMMS
1072
Comprehensive Money Management Services
Florida
$328K
CB
1073
Chris Bulman
California
$324K
IC
1074
IEQ Capital
California
$324K
HCM
1075
Hengehold Capital Management
Ohio
$322K