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JPMorgan Equity Premium Income ETF

1,343 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 581 increasing their positions, 485 reducing their positions, and 82 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:

0% more capital invested

Capital invested by funds: $17.8B → $17.9B (+$51M)

0.21% more ownership

Funds ownership: 43.05%43.26% (+0.21%)

4% less funds holding in top 10

Funds holding in top 10: 123118 (-5)

Holders
1,343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
118
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
GWSA
1226
Global Wealth Strategies & Associates
Colorado
$90.2K
CTA
1227
Colonial Trust Advisors
South Carolina
$90K
ANBT
1228
American National Bank & Trust
Texas
$85.9K
CI
1229
CX Institutional
Indiana
$85K
CA
1230
Centerpoint Advisors
Massachusetts
$83K
BBHC
1231
Brown Brothers Harriman & Co
New York
$78.6K
VNA
1232
Valley National Advisers
Pennsylvania
$75K
Russell Investments Group
1233
Russell Investments Group
United Kingdom
$70.2K
BWL
1234
Bogart Wealth LLC
Virginia
$67.3K
WA
1235
Westfuller Advisors
New York
$65K
LGWM
1236
Litman Gregory Wealth Management
California
$64.3K
HFS
1237
Hantz Financial Services
Michigan
$64K
RMP
1238
Richards, Merrill & Peterson
Washington
$63K
OSAM
1239
O'Shaughnessy Asset Management
Connecticut
$62.8K
RWM
1240
Rialto Wealth Management
New York
$61.9K
IW
1241
Imprint Wealth
South Carolina
$59.5K
CSC
1242
Caldwell Sutter Capital
California
$59.4K
LWMI
1243
Legacy Wealth Management (Idaho)
Idaho
$58.7K
PP
1244
Pacifica Partners
Canada
$57.3K
CTC
1245
Cetera Trust Company
Minnesota
$57.2K
TC
1246
Truvestments Capital
Florida
$57K
VWA
1247
VSM Wealth Advisory
Maryland
$55.4K
VFM
1248
Vision Financial Markets
Connecticut
$50.7K
SWA
1249
SOA Wealth Advisors
New York
$50.4K
FF
1250
Friedenthal Financial
New Jersey
$49.7K