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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
BWL
1251
Bogart Wealth LLC
Virginia
$67.3K
WA
1252
Westfuller Advisors
New York
$65K
LGWM
1253
Litman Gregory Wealth Management
California
$64.3K
HFS
1254
Hantz Financial Services
Michigan
$64K
RMP
1255
Richards, Merrill & Peterson
Washington
$63K
OSAM
1256
O'Shaughnessy Asset Management
Connecticut
$62.8K
NSG
1257
Nalls Sherbakoff Group
Tennessee
$62.7K
RWM
1258
Rialto Wealth Management
New York
$61.9K
IW
1259
Imprint Wealth
South Carolina
$59.5K
CSC
1260
Caldwell Sutter Capital
California
$59.4K
LWMI
1261
Legacy Wealth Management (Idaho)
Idaho
$58.7K
PP
1262
Pacifica Partners
Canada
$57.3K
CTC
1263
Cetera Trust Company
Minnesota
$57.2K
TC
1264
Truvestments Capital
Florida
$57K
VWA
1265
VSM Wealth Advisory
Maryland
$55.4K
VFM
1266
Vision Financial Markets
Connecticut
$50.7K
SWA
1267
SOA Wealth Advisors
New York
$50.4K
FF
1268
Friedenthal Financial
New Jersey
$49.7K
FC
1269
Financial Consulate
Maryland
$49.5K
GAFA
1270
Garton & Associates Financial Advisors
Kentucky
$48.9K
CCC
1271
Chelsea Counsel Company
California
$46.5K
AT
1272
Avalon Trust
New Mexico
$45.8K
BLC
1273
Brown, Lisle/Cummings
Rhode Island
$45K
NSIM
1274
North Star Investment Management
Illinois
$42.9K
HHGA
1275
Halbert Hargrove Global Advisors
California
$42.9K