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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 %
MPW
376
Monterey Private Wealth
California
$4.04M +$890K +15,579 +28%
WKWM
377
Walter & Keenan Wealth Management
Indiana
$4.03M +$333K +5,820 +9%
MCC
378
Money Concepts Capital
Florida
$4.01M +$617K +10,800 +18%
SFG
379
Snider Financial Group
Washington
$4M +$163K +2,852 +4%
SWM
380
StoneCrest Wealth Management
Arizona
$3.99M +$106K +1,857 +3%
RFN
381
RDA Financial Network
Iowa
$3.99M +$111K +1,938 +3%
RGF
382
Retirement Guys Formula
Ohio
$3.97M -$6.33M -110,827 -61%
WFAG
383
Worth Financial Advisory Group
North Carolina
$3.94M -$41.9K -733 -1%
PA
384
Procyon Advisors
Connecticut
$3.92M -$848K -14,844 -18%
IA
385
IFP Advisors
Florida
$3.92M -$3.87M -67,815 -50%
WAM
386
Weinberger Asset Management
California
$3.92M +$10.9K +191 +0.3%
CPL
387
CAP Partners LLC
Tennessee
$3.92M +$160K +2,798 +4%
IA
388
Integrity Alliance
Iowa
$3.87M +$3.87M +67,798 New
HA
389
Helium Advisors
Washington
$3.87M +$1.46M +25,493 +60%
WCM
390
Windsor Capital Management
Arizona
$3.83M +$3.4M +59,541 +787%
LI
391
LifeWealth Investments
Florida
$3.82M +$1.47M +25,716 +63%
CWM
392
Congress Wealth Management
Massachusetts
$3.8M +$3.14M +54,747 +475%
4A
393
4Wealth Advisors
Illinois
$3.79M +$220K +3,849 +6%
AFP
394
Ausdal Financial Partners
Iowa
$3.79M +$406K +7,097 +12%
IPA
395
Investment Planning Advisors
Georgia
$3.78M -$82.8K -1,449 -2%
SMC
396
Smith, Moore & Co
Missouri
$3.77M +$109K +1,914 +3%
CA
397
Claro Advisors
Massachusetts
$3.77M +$500K +8,757 +15%
GSEP
398
Golden State Equity Partners
California
$3.77M -$114K -2,001 -3%
PWP
399
Private Wealth Partners
California
$3.74M +$1.66M +29,096 +80%
RA
400
RFG Advisory
Alabama
$3.71M +$425K +7,434 +13%