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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 %
MAG
351
Members Advisory Group
New York
$4.58M -$1.09M -19,142 -19%
GF
352
Gries Financial
Ohio
$4.57M +$173K +3,035 +4%
GAM
353
Gotham Asset Management
New York
$4.54M +$571K +10,000 +14%
UIA
354
Ulland Investment Advisors
Minnesota
$4.45M +$4.42M +77,303 +14,585%
IAS
355
Insigneo Advisory Services
Florida
$4.44M +$1.26M +22,095 +40%
T
356
Transce3nd
Texas
$4.4M +$125K +2,197 +3%
NW
357
NewEdge Wealth
Pennsylvania
$4.38M -$1.9M -33,270 -30%
PGAM
358
Princeton Global Asset Management
New Jersey
$4.38M -$71.3K -1,248 -2%
LTL
359
Lowery Thomas LLC
California
$4.37M +$57.5K +1,006 +1%
MCWA
360
Meadow Creek Wealth Advisors
Georgia
$4.35M +$228K +3,982 +6%
HT
361
Heritage Trust
Oklahoma
$4.34M +$63.8K +1,117 +1%
CWMGO
362
Capstone Wealth Management Group (Oregon)
Oregon
$4.33M -$96.9K -1,695 -2%
SWA
363
Stratos Wealth Advisors
Ohio
$4.32M -$1.59M -27,783 -27%
WC
364
Weil Company
California
$4.31M +$792K +13,855 +22%
ACM
365
Allred Capital Management
Texas
$4.3M +$171K +2,985 +4%
SAM
366
Smartleaf Asset Management
Massachusetts
$4.28M +$50.6K +892 +1%
FTS
367
Fifth Third Securities
Ohio
$4.26M +$274K +4,787 +7%
Susquehanna International Group
368
Susquehanna International Group
Pennsylvania
$4.22M +$4.22M +73,834 New
SWM
369
Silverlake Wealth Management
Vermont
$4.18M +$26.4K +462 +0.6%
MWA
370
Merkkuri Wealth Advisors
New York
$4.18M +$62.3K +1,091 +2%
TW
371
Trajan Wealth
Arizona
$4.17M +$136K +2,376 +3%
CA
372
Calton & Associates
Florida
$4.17M +$3.95M +69,059 +1,790%
SWP
373
Summit Wealth Partners
Florida
$4.13M -$65.8K -1,151 -2%
PCM
374
Parsons Capital Management
Rhode Island
$4.12M +$3.04M +53,203 +282%
SIC
375
SFE Investment Counsel
California
$4.09M +$4.09M +71,564 New