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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 %
2WWM
326
21 West Wealth Management
California
$5.08M +$5.08M +89,336 New
HIA
327
Harbor Investment Advisory
Maryland
$5.06M -$24K -422 -0.5%
SWP
328
Stratos Wealth Partners
Ohio
$5.02M +$2.19M +38,507 +77%
JCM
329
J2 Capital Management
Michigan
$5M -$209K -3,675 -4%
HWA
330
Heritage Wealth Architects
Minnesota
$4.99M +$97.6K +1,716 +2%
FWM
331
Focused Wealth Management
New York
$4.98M +$739 +13 +0%
IPAM
332
Investment Partners Asset Management
New Jersey
$4.94M +$37.9K +666 +0.8%
PF
333
Penney Financial
Texas
$4.91M +$66.9K +1,177 +1%
TNB
334
Thomasville National Bank
Georgia
$4.89M -$1.01M -17,680 -17%
T
335
Transce3nd
Texas
$4.86M +$462K +8,128 +10%
LPT
336
Legacy Private Trust
Wisconsin
$4.83M -$2.56M -45,089 -35%
AAS
337
Ameritas Advisory Services
Nebraska
$4.82M -$3.42M -60,202 -42%
CW
338
Channel Wealth
California
$4.82M -$1.96M -34,448 -29%
AssetMark Inc
339
AssetMark Inc
California
$4.81M -$543K -9,551 -10%
MWA
340
Merkkuri Wealth Advisors
New York
$4.8M +$639K +11,245 +15%
TL
341
Tradewinds LLC
North Carolina
$4.8M +$4.14M +72,754 +627%
EE
342
EWG Elevate
California
$4.77M +$2.19M +38,474 +85%
Kovitz Investment Group Partners
343
Kovitz Investment Group Partners
Illinois
$4.76M -$3.03M -53,267 -39%
AC
344
Apella Capital
Connecticut
$4.76M +$4.76M +83,861 New
MAG
345
Members Advisory Group
New York
$4.73M +$168K +2,951 +4%
ORC
346
O'Rourke & Company
Massachusetts
$4.72M -$55.1K -969 -1%
CIBC World Market
347
CIBC World Market
Ontario, Canada
$4.72M -$4.53M -79,627 -49%
HG
348
Herbst Group
Connecticut
$4.67M -$517K -9,102 -10%
JPLA
349
Joseph P. Lucia & Associates
New York
$4.63M +$40K +703 +0.9%
BI
350
Ballast Inc
Kentucky
$4.63M +$4.63M +81,366 New