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JPMorgan Equity Premium Income ETF

1,380 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 198 funds opening new positions, 587 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: 124126 (+2)

1% more capital invested

Capital invested by funds: $17.9B → $18.1B (+$267M)

0.71% more ownership

Funds ownership: 43.1%43.81% (+0.71%)

Holders
1,380
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
$48.5M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1226
Medallion Wealth Advisors
Connecticut
$166K
ST
1227
Smithfield Trust
Pennsylvania
$162K
HHCP
1228
Hilton Head Capital Partners
South Carolina
$161K
HBW
1229
Hazlett, Burt & Watson
West Virginia
$161K
SSA
1230
SSA Swiss Advisors
$152K
BHWM
1231
Beaird Harris Wealth Management
Texas
$148K
MEG
1232
Millstone Evans Group
Colorado
$146K
SHIM
1233
Stone House Investment Management
Pennsylvania
$145K
JWA
1234
JFS Wealth Advisors
Pennsylvania
$144K
MCA
1235
Midwest Capital Advisors
Michigan
$144K
HWP
1236
Highline Wealth Partners
California
$143K
ACM
1237
Anfield Capital Management
California
$138K
CJ
1238
Caitlin John
Michigan
$133K
NL
1239
Navalign LLC
California
$131K
EW
1240
Elyxium Wealth
California
$130K
CMA
1241
Cedar Mountain Advisors
Oregon
$129K
SFG
1242
Strive Financial Group
Indiana
$128K
IBOK
1243
Independence Bank of Kentucky
Kentucky
$123K
RWM
1244
RMG Wealth Management
Wisconsin
$118K
HCM
1245
Hollencrest Capital Management
California
$118K
FDCDDQ
1246
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114K
3IP
1247
3Chopt Investment Partners
Virginia
$113K
WG
1248
Wellington Group
Indiana
$113K
CH
1249
Canton Hathaway
Rhode Island
$112K
PB
1250
Pinnacle Bancorp
Nebraska
$109K