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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 %
BMWS
251
Brady Martz Wealth Solutions
North Dakota
$7.96M +$7.54K +132 +0.1%
EIA
252
Edgemoor Investment Advisors
Maryland
$7.86M +$429K +7,510 +6%
Kovitz Investment Group Partners
253
Kovitz Investment Group Partners
Illinois
$7.82M +$130K +2,267 +2%
NCM
254
NCM Capital Management
New Jersey
$7.79M +$632K +11,066 +9%
AUB
255
Atlantic Union Bankshares
Virginia
$7.78M +$234K +4,087 +3%
SWP
256
Sagespring Wealth Partners
Tennessee
$7.74M +$762K +13,339 +11%
4WM
257
49 Wealth Management
Texas
$7.73M -$286K -4,997 -4%
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$7.68M +$39.8K +696 +0.5%
VAM
259
Verity Asset Management
North Carolina
$7.64M -$1.71M -29,995 -18%
FW
260
Fairway Wealth
Ohio
$7.58M +$368K +6,434 +5%
SWM
261
SeaCrest Wealth Management
New York
$7.57M +$421K +7,376 +6%
LSPW
262
Lake Street Private Wealth
Illinois
$7.57M +$458K +8,017 +6%
CAM
263
Cobblestone Asset Management
Virginia
$7.49M +$850K +14,869 +13%
GI
264
GAMMA Investing
California
$7.46M +$568K +9,934 +8%
LPT
265
Legacy Private Trust
Wisconsin
$7.43M -$933K -16,337 -11%
TCM
266
Traynor Capital Management
Pennsylvania
$7.33M +$2.11M +36,947 +40%
AWM
267
Aprio Wealth Management
Georgia
$7.33M +$409K +7,152 +6%
NFG
268
Nations Financial Group
Iowa
$7.28M -$723K -12,648 -9%
VC
269
Vicus Capital
Pennsylvania
$7.25M +$340K +5,953 +5%
TWC
270
TD Waterhouse Canada
Ontario, Canada
$7.15M +$4.09M +72,072 +134%
SW
271
SMART Wealth
Nebraska
$7.13M +$939K +16,432 +15%
GSIAS
272
Garden State Investment Advisory Services
New Jersey
$7.12M +$845K +14,782 +13%
NYLIM
273
New York Life Investment Management
New York
$7.07M +$1.97M +34,503 +39%
FWM
274
Forefront Wealth Management
Pennsylvania
$7.06M +$304K +5,318 +4%
CIAS
275
Capital Investment Advisory Services
North Carolina
$7M +$1.52M +26,518 +28%