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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 %
PWP
276
Principle Wealth Partners
Connecticut
$6.96M +$539K +9,432 +8%
IFPG
277
Intrepid Financial Planning Group
Indiana
$6.95M +$321K +5,616 +5%
HAIM
278
Hunter Associates Investment Management
Pennsylvania
$6.91M +$53.4K +934 +0.8%
EWM
279
Evergreen Wealth Management
Michigan
$6.88M +$191K +3,340 +3%
RFS
280
Retirement Financial Solutions
Tennessee
$6.86M -$409K -7,166 -6%
KWA
281
Kingswood Wealth Advisors
California
$6.82M +$723K +12,658 +12%
DWP
282
Destiny Wealth Partners
Florida
$6.82M +$283K +4,946 +4%
IIA
283
Integrity Investment Advisors
Colorado
$6.81M +$6.81M +119,182 New
CW
284
Channel Wealth
California
$6.81M -$27.1K -474 -0.4%
FFWA
285
FRG Family Wealth Advisors
Washington
$6.8M +$1.35M +23,667 +25%
SIAP
286
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.75M +$1.08M +18,955 +19%
FA
287
Financial Alternatives
California
$6.72M +$287K +5,025 +4%
EB
288
Eastern Bank
Massachusetts
$6.7M -$820K -14,346 -11%
SB
289
Strategic Blueprint
Georgia
$6.64M +$1.05M +18,323 +19%
MA
290
MBA Advisors
Pennsylvania
$6.47M +$482K +8,436 +8%
LWA
291
Lowe Wealth Advisors
Maryland
$6.45M +$171K +2,984 +3%
CIA
292
Concurrent Investment Advisors
Florida
$6.45M +$1.15M +20,156 +22%
CFSG
293
Community Financial Services Group
Vermont
$6.37M +$1.75M +30,688 +38%
MFG
294
MidWestOne Financial Group
Iowa
$6.36M -$242K -4,232 -4%
PI
295
PFG Investments
New York
$6.34M +$577K +10,092 +10%
KIG
296
Kennedy Investment Group
New Jersey
$6.09M +$309K +5,403 +5%
VWM
297
Vivid Wealth Management
Iowa
$6.07M +$155K +2,708 +3%
OPAM
298
Ocean Park Asset Management
California
$6.06M -$9.32M -163,100 -61%
SFS
299
Sowell Financial Services
Arkansas
$5.97M +$43.8K +766 +0.7%
BEI
300
Benjamin Edwards Inc
Missouri
$5.96M +$1.02M +17,838 +21%