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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 %
TPW
276
Turn8 Private Wealth
$6.79M +$1.03M +18,028 +18%
IIA
277
Integrity Investment Advisors
Colorado
$6.77M -$1.54K -27 -0%
SWP
278
Strategic Wealth Partners
Ohio
$6.75M +$6.75M +118,794 New
SFG
279
Stonebridge Financial Group
Pennsylvania
$6.73M -$2.97M -52,317 -31%
SB
280
Strategic Blueprint
Georgia
$6.7M +$87.5K +1,539 +1%
LWA
281
Lowe Wealth Advisors
Maryland
$6.58M +$158K +2,782 +2%
4WM
282
49 Wealth Management
Texas
$6.57M -$1.13M -19,850 -15%
RFS
283
Retirement Financial Solutions
Tennessee
$6.44M -$380K -6,682 -6%
CFSG
284
Community Financial Services Group
Vermont
$6.44M +$101K +1,779 +2%
PIWA
285
Prevail Innovative Wealth Advisors
Kansas
$6.43M +$1.34M +23,491 +26%
PWP
286
Principle Wealth Partners
Connecticut
$6.35M -$576K -10,124 -8%
GAA
287
Global Assets Advisory
Florida
$6.33M -$11.7M -205,360 -65%
IAS
288
Insigneo Advisory Services
Florida
$6.33M +$1.91M +33,647 +43%
SAA
289
Southeast Asset Advisors
Georgia
$6.3M +$479K +8,421 +8%
PWM
290
Pinnacle Wealth Management
California
$6.28M -$2.81M -49,373 -31%
PPWM
291
Perissos Private Wealth Management
Oklahoma
$6.2M +$277K +4,865 +5%
KIG
292
Kennedy Investment Group
New Jersey
$6.18M +$119K +2,096 +2%
OPAM
293
Ocean Park Asset Management
California
$6.06M
CAWM
294
Capital Advisors Wealth Management
Washington
$6.03M +$113K +1,980 +2%
CFA
295
Cahill Financial Advisors
Minnesota
$5.96M +$207K +3,634 +4%
SFS
296
Sowell Financial Services
Arkansas
$5.95M +$10.9K +192 +0.2%
AIC
297
Archer Investment Corporation
Indiana
$5.94M +$491K +8,632 +9%
RA
298
RFG Advisory
Alabama
$5.91M +$2.22M +39,116 +60%
ABWM
299
Alpine Bank Wealth Management
Colorado
$5.9M +$5.9M +103,803 New
BAG
300
Bridgewealth Advisory Group
California
$5.84M +$4.06M +71,472 +229%