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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
OPWM
1426
Oregon Pacific Wealth Management
Oregon
-$375K -6,549 Closed
PGFC
1427
Peapack-Gladstone Financial Corp
New Jersey
-$358K -6,251 Closed
ECA
1428
Elevate Capital Advisors
Colorado
-$351K -6,123 Closed
WIC
1429
Woodmont Investment Counsel
Tennessee
-$329K -5,755 Closed
FFG
1430
Fortress Financial Group
Minnesota
-$329K -5,742 Closed
RB
1431
Renasant Bank
Mississippi
-$314K -5,492 Closed
CPA
1432
Clear Point Advisors
New York
-$314K -5,488 Closed
NP
1433
NorthRock Partners
Minnesota
-$307K -5,356 Closed
SCA
1434
STALEY CAPITAL ADVISERS
Pennsylvania
-$306K -5,345 Closed
SAM
1435
SP Asset Management
California
-$306K -5,341 Closed
HW
1436
Hamilton Wealth
California
-$291K -5,090 Closed
First Trust Advisors
1437
First Trust Advisors
Illinois
-$281K -4,906 Closed
ZI
1438
ZEGA Investments
Florida
-$280K -4,896 Closed
RZH
1439
Relyea Zuckerberg Hanson
Connecticut
-$249K -4,354 Closed
BWG
1440
Beta Wealth Group
California
-$246K -4,301 Closed
TA
1441
TFB Advisors
Kansas
-$239K -4,174 Closed
I2I
1442
Insight 2811 Inc
Illinois
-$235K -4,105 Closed
SAS
1443
Sage Advisory Services
Texas
-$232K -4,052 Closed
FNT
1444
First National Trust
Pennsylvania
-$231K -4,043 Closed
KLCM
1445
KG&L Capital Management
Louisiana
-$226K -3,954 Closed
NF
1446
Nvest Financial
New Hampshire
-$225K -3,933 Closed
OAM
1447
Occidental Asset Management
California
-$223K -3,895 Closed
MMA
1448
Miracle Mile Advisors
California
-$222K -3,882 Closed
AWM
1449
Accel Wealth Management
Iowa
-$222K -3,873 Closed
CPW
1450
Cogent Private Wealth
Florida
-$221K -3,861 Closed