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JPMorgan Equity Premium Income ETF

1,378 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 197 funds opening new positions, 586 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: 123125 (+2)

1% more capital invested

Capital invested by funds: $17.8B → $18.1B (+$265M)

0.71% more ownership

Funds ownership: 43.08%43.79% (+0.71%)

Holders
1,378
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
125
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
BFA
101
Beacon Financial Advisory
Ohio
$20.5M
WA
102
Waverly Advisors
Alabama
$20.2M
JWCA
103
J.W. Cole Advisors
Florida
$20.1M
IWC
104
Integrated Wealth Concepts
Massachusetts
$20.1M
Comerica Bank
105
Comerica Bank
Texas
$20.1M
AC
106
Apella Capital
Connecticut
$19.9M
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$19.8M
FFA
108
Farther Finance Advisors
California
$19.3M
RIL
109
Rothschild Investment LLC
Illinois
$19.1M
BWP
110
Bernardo Wealth Planning
Pennsylvania
$18.6M
EWA
111
EP Wealth Advisors
California
$18.5M
MCIA
112
Mountain Capital Investment Advisors
Colorado
$17.6M
SCM
113
Steele Capital Management
Iowa
$17.6M
OC
114
Oppenheimer & Co
New York
$17.5M
IAS
115
Investment Advisory Services
Texas
$17.4M
PP
116
Patten & Patten
Tennessee
$17.3M
AP
117
Americana Partners
Texas
$17.3M
TFS
118
Thoroughbred Financial Services
Tennessee
$17.1M
SFG
119
SageGuard Financial Group
Tennessee
$17.1M
SWA
120
SFMG Wealth Advisors
Texas
$16.9M
AMG
121
Advisors Management Group
Wisconsin
$16.9M
MOS
122
MGO One Seven
Ohio
$16.8M
CL
123
Choreo LLC
Illinois
$16.7M
TF
124
Tenzing Financial
Virginia
$16.7M
TFA
125
Tobias Financial Advisors
Florida
$16.6M