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JPMorgan Equity Premium Income ETF

1,339 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 580 increasing their positions, 484 reducing their positions, and 82 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:

0% more capital invested

Capital invested by funds: $17.8B → $17.9B (+$38.3M)

0.18% more ownership

Funds ownership: 43.05%43.23% (+0.18%)

5% less funds holding in top 10

Funds holding in top 10: 123117 (-6)

Holders
1,339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
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
William Blair & Company
151
William Blair & Company
Illinois
$13.6M
TLP
152
Trinity Legacy Partners
Texas
$13.5M
MWM
153
Mosley Wealth Management
California
$13.4M
KWM
154
Kingsview Wealth Management
Oregon
$13.4M
Creative Planning
155
Creative Planning
Kansas
$13.3M
KWA
156
Kingswood Wealth Advisors
California
$13.3M
RPGNY
157
Retirement Planning Group (New York)
New York
$13.3M
RWA
158
Rooted Wealth Advisors
Illinois
$13.3M
FA
159
Fermata Advisors
California
$13.2M
UB
160
UMB Bank
Missouri
$13M
CIAS
161
Capital Investment Advisory Services
North Carolina
$12.9M
LFG
162
Larson Financial Group
Missouri
$12.8M
FGG
163
Financial Guidance Group
Florida
$12.7M
CC
164
Courier Capital
New York
$12.5M
GWM
165
Geneos Wealth Management
Colorado
$12.5M
CW
166
CreativeOne Wealth
Kansas
$12.3M
FNA
167
First National Advisers
Nebraska
$12.3M
FF
168
Financial Futures
New Jersey
$12.3M
WIA
169
World Investment Advisors
California
$12.3M
BCA
170
Bay Colony Advisors
Massachusetts
$12.3M
CCP
171
Cassia Capital Partners
North Carolina
$11.8M
Wealthfront Advisers
172
Wealthfront Advisers
California
$11.7M
IWA
173
IVC Wealth Advisors
Pennsylvania
$11.6M
GWANC
174
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.6M
IP
175
Indivisible Partners
Florida
$11.4M