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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
CL
101
Choreo LLC
Illinois
$22.4M
HCM
102
Hilton Capital Management
New York
$22.2M
AC
103
Apella Capital
Connecticut
$22.1M
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$21.9M
GWMIA
105
Global Wealth Management Investment Advisory
Florida
$21.9M
TM
106
TigerOak Management
New Mexico
$21.7M
CPIG
107
Chicago Partners Investment Group
Illinois
$21.4M
GVAG
108
Great Valley Advisor Group
Delaware
$20.2M
BFA
109
Beacon Financial Advisory
Ohio
$20M
RWM
110
Rezny Wealth Management
Florida
$20M
RIL
111
Rothschild Investment LLC
Illinois
$19.8M
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$19.7M
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$19.6M
CFG
114
Cooper Financial Group
California
$19.4M
EWA
115
EP Wealth Advisors
California
$18.3M
AF
116
Advisornet Financial
Minnesota
$18.3M
FFA
117
Farther Finance Advisors
California
$18.1M
HNB
118
Huntington National Bank
Ohio
$18.1M
HI
119
Harbour Investments
Wisconsin
$18.1M
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$17.8M
TF
121
Tenzing Financial
Virginia
$17.8M
ASN
122
Advisory Services Network
Georgia
$17.8M
OC
123
Oppenheimer & Co
New York
$17.6M
SCM
124
Steele Capital Management
Iowa
$17.5M
TFA
125
Tobias Financial Advisors
Florida
$17.3M