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JPMorgan Equity Premium Income ETF

1,243 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 693 increasing their positions, 335 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
16.88%
Holding in Top 10
155
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.71%
% of All Funds
2.11%
New
102
Increased
693
Reduced
335
Closed
71
Calls
$29.2M
Puts
$19.5M
Net Calls
+$9.74M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
226
Pinnacle Wealth Management
California
$9.13M +$9.13M +159,767 New
RDFA
227
Ritter Daniher Financial Advisory
Ohio
$9.12M +$680K +11,894 +8%
CB
228
Community Bank
New York
$9.06M -$39.3K -688 -0.4%
PWM
229
Prentice Wealth Management
New York
$9.05M +$8.51M +148,935 +1,584%
NRI
230
NFP Retirement Inc
California
$8.99M +$490K +8,568 +6%
Cerity Partners
231
Cerity Partners
New York
$8.96M +$1.4M +24,456 +18%
BAAM
232
Baker Avenue Asset Management
California
$8.96M +$133K +2,333 +2%
PFGIA
233
Patriot Financial Group Insurance Agency
Massachusetts
$8.95M +$141K +2,528 +2%
NEPWA
234
New England Private Wealth Advisors
Massachusetts
$8.95M +$646K +11,312 +8%
SCA
235
Snowden Capital Advisors
New York
$8.91M +$1.48M +25,905 +20%
AF
236
Advisornet Financial
Minnesota
$8.75M +$2.23M +39,086 +34%
SWM
237
Selective Wealth Management
Virginia
$8.75M +$101K +1,863 +1%
SWM
238
Spire Wealth Management
Virginia
$8.64M +$1.8M +31,551 +26%
LFG
239
Larson Financial Group
Missouri
$8.39M +$2.36M +41,312 +39%
RPGNY
240
Retirement Planning Group (New York)
New York
$8.32M +$1.22M +21,298 +17%
AAS
241
Ameritas Advisory Services
Nebraska
$8.3M -$34.4K -602 -0.4%
SW
242
StrongBox Wealth
Missouri
$8.28M -$571 -10 -0%
Thrivent Financial for Lutherans
243
Thrivent Financial for Lutherans
Minnesota
$8.25M -$1.05M -17,623 -11%
FPAS
244
Focus Partners Advisor Solutions
Missouri
$8.2M -$377K -6,592 -4%
MTWM
245
Masso Torrence Wealth Management
New Jersey
$8.19M +$685K +11,983 +9%
SG
246
StoneX Group
New York
$8.18M -$914 -16 -0%
MF
247
Montis Financial
Massachusetts
$8.16M +$2.37M +41,534 +41%
VAM
248
Vienna Asset Management
California
$8.13M +$2.4M +41,968 +42%
DWP
249
Daymark Wealth Partners
Ohio
$8.09M -$1.14M -19,871 -12%
GVAG
250
Great Valley Advisor Group
Delaware
$8.06M +$2.1M +36,700 +35%