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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
BAM
1101
BOS Asset Management
Illinois
$298K
SW
1102
Solidarity Wealth
Utah
$292K
HI
1103
Hudock Inc
Pennsylvania
$292K
HW
1104
Hamilton Wealth
California
$291K
MCFP
1105
Mallini Complete Financial Planning
Florida
$290K
VAG
1106
VisionPoint Advisory Group
Texas
$290K
NDSI
1107
Newman Dignan & Sheerar Inc
Rhode Island
$290K
ACM
1108
Adalta Capital Management
New York
$288K
UBS AM
1109
UBS AM
Illinois
$287K
TSMHT
1110
Thurston Springer Miller Herd & Titak
Indiana
$285K
EWP
1111
Equity Wealth Partners
Missouri
$284K
JLBC
1112
J.L. Bainbridge & Co
Florida
$283K
WA
1113
WESPAC Advisors
California
$282K
MFG
1114
Midwest Financial Group
Kansas
$282K
First Trust Advisors
1115
First Trust Advisors
Illinois
$281K
ZI
1116
ZEGA Investments
Florida
$280K
FI
1117
Finivi Inc
Massachusetts
$280K
HKIMG
1118
Hutchens & Kramer Investment Management Group
Indiana
$280K
EW
1119
Element Wealth
Mississippi
$280K
DCM
1120
Dudley Capital Management
Virginia
$279K
PCA
1121
Private Capital Advisors
Connecticut
$276K
SWRP
1122
Summit Wealth & Retirement Planning
California
$275K
STA
1123
Smith Thornton Advisors
Alabama
$275K
T
1124
Transce3nd
Texas
$274K
AAS
1125
Annex Advisory Services
Wisconsin
$273K