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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 %
EFS
301
Essex Financial Services
Connecticut
$5.84M +$199K +3,508 +4%
VWM
302
Vivid Wealth Management
Iowa
$5.82M -$219K -3,860 -4%
Corient Private Wealth
303
Corient Private Wealth
Florida
$5.82M +$3.26M +57,324 +127%
CF
304
Centaurus Financial
California
$5.74M +$582K +10,231 +11%
SHF
305
Safe Harbor Fiduciary
Florida
$5.7M +$5.7M +100,231 New
MAM
306
Milestone Asset Management
Pennsylvania
$5.7M +$585K +10,291 +11%
CWG
307
Cornerstone Wealth Group
North Carolina
$5.63M -$122K -2,148 -2%
EWM
308
Evermay Wealth Management
Virginia
$5.62M -$230K -4,043 -4%
NFG
309
Nations Financial Group
Iowa
$5.5M -$1.75M -30,697 -24%
GMFG
310
Greater Midwest Financial Group
Minnesota
$5.45M +$364K +6,404 +7%
DC
311
DeDora Capital
California
$5.43M +$4.79M +84,271 +746%
CA
312
Continuum Advisory
Idaho
$5.43M -$26.6K -468 -0.5%
ZI
313
ZEGA Investments
Florida
$5.42M -$259K -4,564 -5%
SO
314
Sierra Ocean
California
$5.37M +$195K +3,436 +4%
KFP
315
KMG Fiduciary Partners
Ohio
$5.36M -$130K -2,287 -2%
FA
316
Flagstar Advisors
New York
$5.35M +$38.4K +676 +0.7%
UIA
317
Ulland Investment Advisors
Minnesota
$5.33M +$904K +15,901 +20%
AQR Capital Management
318
AQR Capital Management
Connecticut
$5.31M +$486K +8,541 +10%
PCTC
319
Perkins Coie Trust Company
Washington
$5.3M +$4.47M +78,686 +543%
USCWA
320
U.S. Capital Wealth Advisors
Texas
$5.25M -$5.39M -94,896 -51%
FTS
321
Fifth Third Securities
Ohio
$5.2M +$952K +16,747 +22%
TCMP
322
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.19M +$4.08M +71,795 +367%
PCM
323
Prelude Capital Management
New York
$5.12M +$5.12M +90,000 New
GAM
324
Gotham Asset Management
New York
$5.09M +$574K +10,101 +13%
EBWM
325
Eagle Bluffs Wealth Management
Missouri
$5.08M -$17.9K -314 -0.3%