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JPMorgan Equity Premium Income ETF

1,402 hedge funds and large institutions have $18.9B invested in JPMorgan Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 718 increasing their positions, 440 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 718 | Existing positions reduced: 440

58% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 84

2% more funds holding

Funds holding: 1,3801,402 (+22)

4% more call options, than puts

Call options by funds: $58M | Put options by funds: $55.5M

4% more capital invested

Capital invested by funds: $18.1B → $18.9B (+$742M)

0% more funds holding in top 10

Funds holding in top 10: 126126 (0)

0.72% less ownership

Funds ownership: 43.81%43.09% (-0.72%)

Holders
1,402
Holders Change
+22
Holders Change %
+1.59%
% of All Funds
17.27%
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.55%
New
133
Increased
718
Reduced
440
Closed
84
Calls
$58M
Puts
$55.5M
Net Calls
+$2.47M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
1376
Virtus ETF Advisers
New York
$5.04K +$2.09K +36 +68%
MAS
1377
MPWM Advisory Solutions
Georgia
$4.53K +$4.65K +80 New
CSB
1378
City State Bank
Iowa
$4.25K
SIS
1379
Strategic Investment Solutions
Illinois
$4.06K +$640 +11 +18%
MCA
1380
McGuire Capital Advisors
Oklahoma
$3.91K -$14.7K -253 -79%
MDCM
1381
Morgan Dempsey Capital Management
Wisconsin
$3.29K +$58 +1 +2%
QWM
1382
Quaker Wealth Management
New Jersey
$2.95K
FCAS
1383
First Command Advisory Services
Texas
$2.95K
WT
1384
Whittier Trust
California
$2.83K +$291 +5 +11%
SA
1385
Scarborough Advisors
Maryland
$2.78K +$1.16K +20 +69%
CBT
1386
Crews Bank & Trust
Florida
$2.72K
CSWG
1387
Cardinal Strategic Wealth Guidance
Kentucky
$2.61K +$2.68K +46 New
PSFG
1388
Park Square Financial Group
Georgia
$2.38K +$2.44K +42 New
VAI
1389
Vanguard Advisers Inc
Pennsylvania
$2.21K +$2.27K +39 New
HIW
1390
Holos Integrated Wealth
Pennsylvania
$2.2K +$2.27K +39 New
IWP
1391
IAG Wealth Partners
Wisconsin
$1.81K
B
1392
Birchbrook
Maine
$1.61K
MHIP
1393
Mountain Hill Investment Partners
New Jersey
$1.03K
FFA
1394
Frazier Financial Advisors
Ohio
$964
MAM
1395
Morse Asset Management
Connecticut
$907 -$58 -1 -6%
GJIA
1396
Glass Jacobson Investment Advisors
Maryland
$624 +$640 +11 New
PWA
1397
Portus Wealth Advisors
North Carolina
$416 +$407 +7 New
BFP
1398
Birchwood Financial Partners
Minnesota
$399 +$407 +7 New
Allspring Global Investments
1399
Allspring Global Investments
North Carolina
$338 +$349 +6 New
MAFA
1400
MJT & Associates Financial Advisory
Minnesota
$63 -$116 -2 -50%