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JPMorgan Equity Premium Income ETF

1,362 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 188 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 (+$152M)

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
1,362
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
MFG
1101
Midwest Financial Group
Kansas
$282K
First Trust Advisors
1102
First Trust Advisors
Illinois
$281K
ZI
1103
ZEGA Investments
Florida
$280K
FI
1104
Finivi Inc
Massachusetts
$280K
HKIMG
1105
Hutchens & Kramer Investment Management Group
Indiana
$280K
EW
1106
Element Wealth
Mississippi
$280K
DCM
1107
Dudley Capital Management
Virginia
$279K
PCA
1108
Private Capital Advisors
Connecticut
$276K
SWRP
1109
Summit Wealth & Retirement Planning
California
$275K
STA
1110
Smith Thornton Advisors
Alabama
$275K
T
1111
Transce3nd
Texas
$274K
AAS
1112
Annex Advisory Services
Wisconsin
$273K
GCM
1113
Gallacher Capital Management
Colorado
$273K
AG
1114
AlTi Global
New York
$273K
WFG
1115
Wills Financial Group
Virginia
$270K
MWP
1116
Meriwether Wealth & Planning
Louisiana
$268K
WIA
1117
Wetzel Investment Advisors
Indiana
$267K
BA
1118
Bridgewater Advisors
New York
$267K
QFW
1119
QTR Family Wealth
Florida
$266K
AWM
1120
Able Wealth Management
New Jersey
$264K
PWA
1121
Physician Wealth Advisors
Utah
$261K
RAS
1122
RPS Advisory Solutions
Kentucky
$260K
CAMG
1123
CWA Asset Management Group
Florida
$259K
EWA
1124
Exencial Wealth Advisors
Oklahoma
$259K
BSSFA
1125
Baron Silver Stevens Financial Advisors
Florida
$258K