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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
PFG
1201
Putney Financial Group
California
$225K
Kovitz Investment Group Partners
1202
Kovitz Investment Group Partners
Illinois
$225K
MW
1203
MBL Wealth
North Carolina
$224K
AWS
1204
Aspen Wealth Strategies
Colorado
$223K
AAS
1205
Annex Advisory Services
Wisconsin
$223K
WWG
1206
West Wealth Group
California
$223K
SEP
1207
Signature Equity Partners
Ohio
$221K
NP
1208
Nilsine Partners
Colorado
$221K
TSMHT
1209
Thurston Springer Miller Herd & Titak
Indiana
$220K
AWA
1210
A4 Wealth Advisors
North Carolina
$220K
BIG
1211
Brooklyn Investment Group
New York
$218K
HCWM
1212
Hidden Cove Wealth Management
Washington
$218K
BA
1213
Bridgewater Advisors
New York
$217K
BWM
1214
BNB Wealth Management
Maryland
$214K
RFS
1215
Retirement Financial Solutions
Tennessee
$214K
NFG
1216
Norris Financial Group
South Carolina
$214K
CF
1217
Convergence Financial
Missouri
$214K
HHWM
1218
Hiley Hunt Wealth Management
Nebraska
$214K
FP
1219
Financial Perspectives
Minnesota
$213K
GKWIM
1220
Gerber Kawasaki Wealth & Investment Management
California
$213K
EA
1221
Eclectic Associates
California
$212K
MQWP
1222
Morey & Quinn Wealth Partners
Nebraska
$211K
SH
1223
SLT Holdings
Arizona
$210K
RIS
1224
Retirement Income Solutions
Michigan
$210K
CWM
1225
CCG Wealth Management
California
$209K