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JPMorgan Equity Premium Income ETF

1,402 hedge funds and large institutions have $18.9B invested in JPMorgan Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 718 increasing their positions, 440 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

4% more capital invested

Capital invested by funds: $18.1B → $18.9B (+$742M)

0% more funds holding in top 10

Funds holding in top 10: 126126 (0)

0.72% less ownership

Funds ownership: 43.81%43.09% (-0.72%)

Holders
1,402
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
$58M
Puts
$55.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1151
Kaizen Financial Strategies
California
$272K
NS
1152
Northland Securities
Minnesota
$272K
STA
1153
Smith Thornton Advisors
Alabama
$272K
RBFC
1154
Roman Butler Fullerton & Co
Missouri
$270K
SFM
1155
Signet Financial Management
New Jersey
$269K
AG
1156
AlTi Global
New York
$269K
RWP
1157
Reliant Wealth Planning
Kentucky
$263K
HWM
1158
HRC Wealth Management
Idaho
$263K
5NPW
1159
55 North Private Wealth
Florida
$262K
AWM
1160
Able Wealth Management
New Jersey
$261K
KFG
1161
Kelly Financial Group
Connecticut
$261K
QFW
1162
QTR Family Wealth
Florida
$260K
RFW
1163
Redwood Family Wealth
Texas
$259K
PWA
1164
Physician Wealth Advisors
Utah
$258K
RFM
1165
Royal Fund Management
Florida
$258K
QCIG
1166
Quad-Cities Investment Group
Iowa
$258K
EWA
1167
Exencial Wealth Advisors
Oklahoma
$257K
SCG
1168
Sonata Capital Group
Washington
$254K
SI
1169
Seeds Investor
New York
$254K
WG
1170
Welch Group
Alabama
$253K
GLR
1171
Great Lakes Retirement
Ohio
$250K
T
1172
Tableaux
Massachusetts
$249K
CA
1173
Chatterton & Associates
California
$248K
DWT
1174
Dorsey & Whitney Trust
South Dakota
$248K
ARC
1175
Advisor Resource Council
Texas
$247K