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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

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
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
$58M
Puts
$55.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
AE Wealth Management
Kansas
$17.3M
BWP
127
Bernardo Wealth Planning
Pennsylvania
$17.3M
TFS
128
Thoroughbred Financial Services
Tennessee
$17.2M
AP
129
Americana Partners
Texas
$17.1M
MOS
130
MGO One Seven
Ohio
$16.7M
CIAS
131
Capital Investment Advisory Services
North Carolina
$16.7M
CM
132
Columbus Macro
Pennsylvania
$16.6M
RCM
133
Requisite Capital Management
Texas
$16.6M
CAM
134
Cresset Asset Management
Illinois
$16.5M
BCI
135
Brinker Capital Investments
Pennsylvania
$16.4M
1NWS
136
1 North Wealth Services
Maryland
$16.3M
SWA
137
SFMG Wealth Advisors
Texas
$16.2M
UCFA
138
United Capital Financial Advisors
Texas
$16.2M
William Blair & Company
139
William Blair & Company
Illinois
$16.1M
Creative Planning
140
Creative Planning
Kansas
$15.9M
FA
141
Fagan Associates
New York
$15.9M
SCA
142
St. Clair Advisors
Ohio
$15.9M
DADC
143
D.A. Davidson & Co
Montana
$15.7M
AMG
144
Advisors Management Group
Wisconsin
$15.7M
PP
145
Patten & Patten
Tennessee
$15.6M
MCIA
146
Mountain Capital Investment Advisors
Colorado
$15.6M
SIM
147
Stratos Investment Management
Ohio
$15.5M
EFG
148
Everest Financial Group
Minnesota
$15.2M
Wealthfront Advisers
149
Wealthfront Advisers
California
$15.2M
TWM
150
Tradition Wealth Management
Minnesota
$15.1M