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JPMorgan Equity Premium Income ETF

1,257 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 647 increasing their positions, 406 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+14
Holders Change %
+1.13%
% of All Funds
16.85%
Holding in Top 10
137
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.61%
% of All Funds
1.84%
New
116
Increased
647
Reduced
406
Closed
76
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
226
Patriot Financial Group Insurance Agency
Massachusetts
$9.29M +$379K +6,815 +4%
TWC
227
TD Waterhouse Canada
Ontario, Canada
$9.25M +$2.11M +37,111 +29%
RDFA
228
Ritter Daniher Financial Advisory
Ohio
$9.24M +$163K +2,875 +2%
NRI
229
NFP Retirement Inc
California
$9.15M +$202K +3,550 +2%
CG
230
CFO4Life Group
Texas
$9.07M -$2.08M -36,612 -19%
PCFFS
231
Pacific Center for Financial Services
California
$9.03M -$29.2M -512,937 -76%
SAW
232
Signal Advisors Wealth
Michigan
$9.02M -$673K -11,836 -7%
SWM
233
Spire Wealth Management
Virginia
$8.96M +$363K +6,391 +4%
CIAS
234
Capital Investment Advisory Services
North Carolina
$8.79M +$1.83M +32,249 +26%
BAAM
235
Baker Avenue Asset Management
California
$8.78M -$127K -2,240 -1%
FWM
236
Foguth Wealth Management
Michigan
$8.76M -$1.98M -34,881 -18%
MTWM
237
Masso Torrence Wealth Management
New Jersey
$8.62M +$477K +8,396 +6%
CIA
238
Concurrent Investment Advisors
Florida
$8.59M +$2.17M +38,186 +34%
SW
239
SMART Wealth
Nebraska
$8.49M +$1.39M +24,505 +20%
SW
240
StrongBox Wealth
Missouri
$8.46M +$218K +3,837 +3%
Koshinski Asset Management
241
Koshinski Asset Management
Illinois
$8.38M +$739K +12,991 +10%
SWM
242
Selective Wealth Management
Virginia
$8.36M -$861K -15,140 -9%
MF
243
Montis Financial
Massachusetts
$8.28M +$158K +2,784 +2%
WCP
244
Wick Capital Partners
Pennsylvania
$8.2M -$1.36B -219,313 -99%
SWM
245
SeaCrest Wealth Management
New York
$8.18M +$648K +11,394 +9%
FPAS
246
Focus Partners Advisor Solutions
Missouri
$8.16M -$6.14K -108 -0.1%
EIA
247
Edgemoor Investment Advisors
Maryland
$8.13M +$311K +5,473 +4%
SG
248
StoneX Group
New York
$8.08M -$58.8K -1,035 -0.7%
BIP
249
Bouvel Investment Partners
Pennsylvania
$8.07M -$2.09M -36,815 -21%
FFA
250
Farther Finance Advisors
California
$8.07M -$2.22M -39,022 -22%