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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 %
CDWM
376
Campbell Deegan Wealth Management
Virginia
$4.06M +$1.75M +30,852 +76%
RGF
377
Retirement Guys Formula
Ohio
$4.05M +$107K +1,878 +3%
WCM
378
Windsor Capital Management
Arizona
$4.05M +$231K +4,066 +6%
SFG
379
Snider Financial Group
Washington
$4.04M +$60.4K +1,062 +2%
MCC
380
Money Concepts Capital
Florida
$4.02M +$31K +546 +0.8%
WAM
381
Weinberger Asset Management
California
$4.01M +$114K +1,999 +3%
SMC
382
Smith, Moore & Co
Missouri
$3.99M +$240K +4,224 +6%
LTL
383
Lowery Thomas LLC
California
$3.97M -$374K -6,586 -9%
VT
384
Vise Technologies
New York
$3.97M +$3.97M +69,811 New
CWM
385
Congress Wealth Management
Massachusetts
$3.97M +$200K +3,516 +5%
MHS
386
M Holdings Securities
Oregon
$3.95M +$1.49M +26,186 +60%
WFAG
387
Worth Financial Advisory Group
North Carolina
$3.95M +$23.3K +409 +0.6%
HT
388
Heritage Trust
Oklahoma
$3.94M -$374K -6,585 -9%
TW
389
Trajan Wealth
Arizona
$3.92M -$228K -4,003 -5%
NLP
390
Next Level Private
New York
$3.84M -$909K -15,995 -19%
PGAM
391
Princeton Global Asset Management
New Jersey
$3.83M -$524K -9,214 -12%
FFP
392
FourThought Financial Partners
Florida
$3.8M +$173K +3,035 +5%
PWP
393
Private Wealth Partners
California
$3.8M +$82.9K +1,459 +2%
WA
394
Whipplewood Advisors
Colorado
$3.8M +$2.5M +43,905 +191%
CWMGO
395
Capstone Wealth Management Group (Oregon)
Oregon
$3.8M -$506K -8,895 -12%
4A
396
4Wealth Advisors
Illinois
$3.79M +$19.7K +346 +0.5%
CIA
397
Caerus Investment Advisors
Texas
$3.79M -$1.41M -24,822 -27%
HNB
398
Huntington National Bank
Ohio
$3.78M -$1.71M
CA
399
Claro Advisors
Massachusetts
$3.78M +$26.1K +459 +0.7%
IF
400
Intrua Financial
Texas
$3.77M -$1.09M -19,215 -22%