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JPMorgan Equity Premium Income ETF

1,361 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 583 increasing their positions, 489 reducing their positions, and 83 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:

1% more capital invested

Capital invested by funds: $17.8B → $18B (+$151M)

1% more funds holding in top 10

Funds holding in top 10: 123124 (+1)

0.43% more ownership

Funds ownership: 43.06%43.49% (+0.43%)

Holders
1,361
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
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
WHG
151
Westwood Holdings Group
Texas
$13.7M
ACG
152
Allen Capital Group
Nebraska
$13.6M
William Blair & Company
153
William Blair & Company
Illinois
$13.6M
WIA
154
World Investment Advisors
California
$13.5M
TLP
155
Trinity Legacy Partners
Texas
$13.5M
MWM
156
Mosley Wealth Management
California
$13.4M
KWM
157
Kingsview Wealth Management
Oregon
$13.4M
Creative Planning
158
Creative Planning
Kansas
$13.3M
KWA
159
Kingswood Wealth Advisors
California
$13.3M
RPGNY
160
Retirement Planning Group (New York)
New York
$13.3M
RWA
161
Rooted Wealth Advisors
Illinois
$13.3M
FA
162
Fermata Advisors
California
$13.2M
UB
163
UMB Bank
Missouri
$13M
CIAS
164
Capital Investment Advisory Services
North Carolina
$12.9M
LFG
165
Larson Financial Group
Missouri
$12.8M
FGG
166
Financial Guidance Group
Florida
$12.7M
CC
167
Courier Capital
New York
$12.5M
GWM
168
Geneos Wealth Management
Colorado
$12.5M
CW
169
CreativeOne Wealth
Kansas
$12.3M
FNA
170
First National Advisers
Nebraska
$12.3M
FF
171
Financial Futures
New Jersey
$12.3M
BCA
172
Bay Colony Advisors
Massachusetts
$12.3M
PFL
173
Prota Financial, LLC
Texas
$12M
CCP
174
Cassia Capital Partners
North Carolina
$11.8M
Wealthfront Advisers
175
Wealthfront Advisers
California
$11.7M