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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 %
PPWM
301
Perissos Private Wealth Management
Oklahoma
$5.95M +$116K +2,038 +2%
CAWM
302
Capital Advisors Wealth Management
Washington
$5.95M +$338K +5,918 +6%
MWM
303
Modern Wealth Management
Kansas
$5.94M +$428K +7,498 +8%
NEWAS
304
N.E.W. Advisory Services
Wisconsin
$5.94M +$1.82M +31,858 +44%
TNB
305
Thomasville National Bank
Georgia
$5.93M +$51.3K +897 +0.9%
KCPT
306
Kingstone Capital Partners Texas
Texas
$5.93M +$545K +9,539 +10%
GWA
307
GGM Wealth Advisors
Maryland
$5.91M -$475K -8,624 -7%
AI
308
Atria Investments
North Carolina
$5.88M -$3.3M -57,817 -36%
MC
309
Moors & Cabot
Massachusetts
$5.88M +$65K +1,137 +1%
EWM
310
Evermay Wealth Management
Virginia
$5.88M -$77.3K -1,352 -1%
SAA
311
Southeast Asset Advisors
Georgia
$5.85M +$249K +4,366 +4%
CWG
312
Cornerstone Wealth Group
North Carolina
$5.78M +$1.42M +24,783 +32%
CFA
313
Cahill Financial Advisors
Minnesota
$5.78M +$368K +6,434 +7%
TPW
314
Turn8 Private Wealth
$5.78M -$2.79M -48,893 -33%
ZI
315
ZEGA Investments
Florida
$5.71M +$3.74M +65,486 +190%
WCFA
316
Walkner Condon Financial Advisors
Wisconsin
$5.71M -$1.24M -21,645 -18%
EFS
317
Essex Financial Services
Connecticut
$5.67M -$153K -2,670 -3%
KFP
318
KMG Fiduciary Partners
Ohio
$5.52M -$509K -8,912 -8%
CA
319
Continuum Advisory
Idaho
$5.48M +$526K +9,212 +11%
AIC
320
Archer Investment Corporation
Indiana
$5.48M +$816K +14,283 +18%
AssetMark Inc
321
AssetMark Inc
California
$5.38M +$493K +8,629 +10%
FA
322
Flagstar Advisors
New York
$5.34M +$1.34M +23,440 +33%
FFA
323
Fragasso Financial Advisors
Pennsylvania
$5.28M -$9.56M -167,309 -64%
DIM
324
Delta Investment Management
California
$5.26M -$978K -17,124 -16%
JCM
325
J2 Capital Management
Michigan
$5.23M +$116K +2,030 +2%