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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 %
CIA
326
Caerus Investment Advisors
Texas
$5.22M +$240K +4,196 +5%
HG
327
Herbst Group
Connecticut
$5.21M +$464K +8,125 +10%
SO
328
Sierra Ocean
California
$5.2M +$259K +4,535 +5%
CF
329
Centaurus Financial
California
$5.19M +$440K +7,705 +9%
MAM
330
Milestone Asset Management
Pennsylvania
$5.14M +$168K +2,944 +3%
EBWM
331
Eagle Bluffs Wealth Management
Missouri
$5.13M -$2.33M -40,754 -31%
PIWA
332
Prevail Innovative Wealth Advisors
Kansas
$5.12M -$283K -4,961 -5%
GMFG
333
Greater Midwest Financial Group
Minnesota
$5.11M +$340K +5,951 +7%
HIA
334
Harbor Investment Advisory
Maryland
$5.11M +$46.1K +806 +0.9%
FHB
335
First Hawaiian Bank
Hawaii
$5.06M +$3.53M +61,835 +232%
FWM
336
Focused Wealth Management
New York
$5.01M +$185K +3,234 +4%
IPAM
337
Investment Partners Asset Management
New Jersey
$4.92M +$59.5K +1,042 +1%
LWM
338
Lionsbridge Wealth Management
Florida
$4.92M -$355K -6,211 -7%
HWA
339
Heritage Wealth Architects
Minnesota
$4.92M +$4.92M +86,044 New
IF
340
Intrua Financial
Texas
$4.88M -$148K -2,594 -3%
PF
341
Penney Financial
Texas
$4.87M +$272K +4,755 +6%
AQR Capital Management
342
AQR Capital Management
Connecticut
$4.84M +$1.06M +18,619 +28%
ORC
343
O'Rourke & Company
Massachusetts
$4.8M +$262K +4,588 +6%
NLP
344
Next Level Private
New York
$4.77M +$349K +6,100 +8%
NFSG
345
Newbridge Financial Services Group
Florida
$4.77M +$257K +4,490 +6%
SFWA
346
Summit Financial Wealth Advisors
Louisiana
$4.76M +$140K +2,451 +3%
AWM
347
Avior Wealth Management
Nebraska
$4.71M +$676K +11,832 +17%
AWA
348
Arete Wealth Advisors
Illinois
$4.66M +$311K +5,449 +7%
MFS
349
Madrona Financial Services
Washington
$4.64M +$449K +7,857 +11%
JPLA
350
Joseph P. Lucia & Associates
New York
$4.61M +$168K +2,932 +4%