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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
MGIA
176
Matthew Goff Investment Advisor
Texas
$12.8M
CW
177
CreativeOne Wealth
Kansas
$12.8M
FGG
178
Financial Guidance Group
Florida
$12.7M
CB
179
Community Bank
New York
$12.7M
SFG
180
SageGuard Financial Group
Tennessee
$12.7M
WHG
181
Westwood Holdings Group
Texas
$12.5M
IWA
182
IVC Wealth Advisors
Pennsylvania
$12.4M
FNA
183
First National Advisers
Nebraska
$12M
UB
184
UMB Bank
Missouri
$12M
CAL
185
Capital Analysts LLC
Pennsylvania
$11.9M
MFG
186
MTM Financial Group
Pennsylvania
$11.8M
WS
187
Wedbush Securities
California
$11.8M
JAWA
188
John A. Wolfe & Associates
Michigan
$11.8M
CC
189
Courier Capital
New York
$11.5M
BAM
190
Belpointe Asset Management
Nevada
$11.3M
SFP
191
Sandbox Financial Partners
Maryland
$11.2M
NRI
192
NFP Retirement Inc
California
$11.2M
GWANC
193
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.1M
AAP
194
Arax Advisory Partners
Colorado
$11.1M
MA
195
MCF Advisors
Kentucky
$11.1M
PWM
196
Power Wealth Management
Georgia
$11M
CCP
197
Cassia Capital Partners
North Carolina
$10.8M
ATC
198
Argent Trust Co
Tennessee
$10.8M
IFG
199
Independent Financial Group
California
$10.7M
AWMG
200
ADG Wealth Management Group
Louisiana
$10.6M