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JPMorgan Equity Premium Income ETF

1,361 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 583 increasing their positions, 489 reducing their positions, and 83 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:

1% more capital invested

Capital invested by funds: $17.8B → $18B (+$151M)

1% more funds holding in top 10

Funds holding in top 10: 123124 (+1)

0.43% more ownership

Funds ownership: 43.06%43.49% (+0.43%)

Holders
1,361
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
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
WA
101
Waverly Advisors
Alabama
$20.2M
JWCA
102
J.W. Cole Advisors
Florida
$20.1M
IWC
103
Integrated Wealth Concepts
Massachusetts
$20.1M
Comerica Bank
104
Comerica Bank
Texas
$20.1M
AC
105
Apella Capital
Connecticut
$19.9M
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$19.8M
FFA
107
Farther Finance Advisors
California
$19.3M
RIL
108
Rothschild Investment LLC
Illinois
$19.1M
BWP
109
Bernardo Wealth Planning
Pennsylvania
$18.6M
EWA
110
EP Wealth Advisors
California
$18.5M
MCIA
111
Mountain Capital Investment Advisors
Colorado
$17.6M
SCM
112
Steele Capital Management
Iowa
$17.6M
OC
113
Oppenheimer & Co
New York
$17.5M
IAS
114
Investment Advisory Services
Texas
$17.4M
PP
115
Patten & Patten
Tennessee
$17.3M
AP
116
Americana Partners
Texas
$17.3M
TFS
117
Thoroughbred Financial Services
Tennessee
$17.1M
SFG
118
SageGuard Financial Group
Tennessee
$17.1M
SWA
119
SFMG Wealth Advisors
Texas
$16.9M
AMG
120
Advisors Management Group
Wisconsin
$16.9M
MOS
121
MGO One Seven
Ohio
$16.8M
CL
122
Choreo LLC
Illinois
$16.7M
TF
123
Tenzing Financial
Virginia
$16.7M
TFA
124
Tobias Financial Advisors
Florida
$16.6M
ASN
125
Advisory Services Network
Georgia
$16.5M