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JPMorgan Equity Premium Income ETF

1,339 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 174 funds opening new positions, 580 increasing their positions, 484 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 (+$38.3M)

0.18% more ownership

Funds ownership: 43.05%43.23% (+0.18%)

5% less funds holding in top 10

Funds holding in top 10: 123117 (-6)

Holders
1,339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
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
ACM
1076
Adalta Capital Management
New York
$288K
UBS AM
1077
UBS AM
Illinois
$287K
TSMHT
1078
Thurston Springer Miller Herd & Titak
Indiana
$285K
EWP
1079
Equity Wealth Partners
Missouri
$284K
JLBC
1080
J.L. Bainbridge & Co
Florida
$283K
WA
1081
WESPAC Advisors
California
$282K
MFG
1082
Midwest Financial Group
Kansas
$282K
First Trust Advisors
1083
First Trust Advisors
Illinois
$281K
ZI
1084
ZEGA Investments
Florida
$280K
FI
1085
Finivi Inc
Massachusetts
$280K
HKIMG
1086
Hutchens & Kramer Investment Management Group
Indiana
$280K
EW
1087
Element Wealth
Mississippi
$280K
DCM
1088
Dudley Capital Management
Virginia
$279K
PCA
1089
Private Capital Advisors
Connecticut
$276K
SWRP
1090
Summit Wealth & Retirement Planning
California
$275K
STA
1091
Smith Thornton Advisors
Alabama
$275K
T
1092
Transce3nd
Texas
$274K
AAS
1093
Annex Advisory Services
Wisconsin
$273K
GCM
1094
Gallacher Capital Management
Colorado
$273K
AG
1095
AlTi Global
New York
$273K
WFG
1096
Wills Financial Group
Virginia
$270K
MWP
1097
Meriwether Wealth & Planning
Louisiana
$268K
WIA
1098
Wetzel Investment Advisors
Indiana
$267K
BA
1099
Bridgewater Advisors
New York
$267K
QFW
1100
QTR Family Wealth
Florida
$266K