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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 %
NEWAS
351
N.E.W. Advisory Services
Wisconsin
$4.59M -$1.32M -23,170 -22%
ACM
352
Allred Capital Management
Texas
$4.59M +$303K +5,331 +7%
PWM
353
Perigon Wealth Management
California
$4.59M +$1.25M +22,061 +38%
LI
354
LifeWealth Investments
Florida
$4.57M +$775K +13,629 +20%
GF
355
Gries Financial
Ohio
$4.54M -$5.17K -91 -0.1%
CA
356
Calton & Associates
Florida
$4.53M +$388K +6,832 +9%
AWA
357
Arkadios Wealth Advisors
Georgia
$4.53M +$2.17M +38,134 +92%
AFP
358
Ausdal Financial Partners
Iowa
$4.51M +$736K +12,953 +20%
MCWA
359
Meadow Creek Wealth Advisors
Georgia
$4.51M +$184K +3,235 +4%
SWM
360
Silverlake Wealth Management
Vermont
$4.5M +$342K +6,024 +8%
MFS
361
Madrona Financial Services
Washington
$4.5M -$123K -2,162 -3%
SWP
362
Summit Wealth Partners
Florida
$4.48M +$380K +6,690 +9%
CFG
363
Citizens Financial Group
Rhode Island
$4.45M +$888K +15,628 +25%
MFG
364
MidWestOne Financial Group
Iowa
$4.45M -$1.88M -33,133 -30%
AWM
365
Avior Wealth Management
Nebraska
$4.39M -$297K -5,233 -6%
WCFA
366
Walkner Condon Financial Advisors
Wisconsin
$4.35M -$1.33M -23,348 -23%
RFN
367
RDA Financial Network
Iowa
$4.32M +$348K +6,123 +9%
MWM
368
Modern Wealth Management
Kansas
$4.19M -$1.72M -30,327 -29%
PCM
369
Parsons Capital Management
Rhode Island
$4.19M +$92.9K +1,634 +2%
SFB
370
STAR Financial Bank
Indiana
$4.19M +$3.37M +59,292 +412%
IA
371
IFP Advisors
Florida
$4.18M +$278K +4,893 +7%
DIM
372
Delta Investment Management
California
$4.16M -$1.07M -18,870 -20%
SWM
373
StoneCrest Wealth Management
Arizona
$4.12M +$145K +2,542 +4%
NFSG
374
Newbridge Financial Services Group
Florida
$4.11M -$633K -11,140 -13%
WKWM
375
Walter & Keenan Wealth Management
Indiana
$4.11M +$101K +1,776 +3%