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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
TWA
1426
Talisman Wealth Advisors
New Jersey
CA
1427
Carson Advisory
Georgia
CAG
1428
Csenge Advisory Group
Florida
CCWM
1429
Cassaday & Co Wealth Management
Virginia
KIM
1430
Kane Investment Management
California
KWM
1431
Koa Wealth Management
California
PWM
1432
Palacios Wealth Management
Florida
DFA
1433
Davies Financial Advisors
California
GRR
1434
Golden Reserve Retirement
Ohio
FIC
1435
Family Investment Center
Missouri
AIA
1436
Arbor Investment Advisors
North Carolina
VC
1437
Veracity Capital
Georgia
CCA
1438
Coign Capital Advisors
Utah
PPG
1439
Peak Planning Group
Colorado
LWA
1440
LifeGoal Wealth Advisors
New York
RWB
1441
RMR Wealth Builders
New Jersey
EBA
1442
Eagle Bay Advisors
New York
RW
1443
Rede Wealth
Virginia
MWM
1444
MGB Wealth Management
Texas
BPAMU
1445
BTG Pactual Asset Management US
New York
PFA
1446
Pathway Financial Advisers
Indiana
SIC
1447
Salem Investment Counselors
North Carolina
APCM
1448
Alaska Permanent Capital Management
Alaska
FFWM
1449
Future Financial Wealth Management
Ohio
AT
1450
Arlington Trust
Alabama