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JPMorgan Equity Premium Income ETF

1,256 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, 646 increasing their positions, 406 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
+12
Holders Change %
+0.96%
% 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
646
Reduced
406
Closed
77
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
LHC
401
Little House Capital
Massachusetts
$3.74M +$166K +2,921 +5%
RFWA
402
RPg Family Wealth Advisory
Massachusetts
$3.74M +$217K +3,811 +6%
FF
403
Fairway Financial
Florida
$3.73M +$108K +1,893 +3%
PA
404
Procyon Advisors
Connecticut
$3.71M -$192K -3,371 -5%
SWP
405
Semus Wealth Partners
Florida
$3.71M +$103K +1,803 +3%
GFG
406
Goldstone Financial Group
Illinois
$3.68M +$187K +3,288 +5%
FFN
407
Focus Financial Network
Minnesota
$3.64M +$521K +9,159 +17%
SCM
408
Saxony Capital Management
Missouri
$3.63M +$560K +9,853 +18%
IA
409
Inspire Advisors
Idaho
$3.63M +$2.22M +38,992 +157%
RFA
410
Register Financial Advisors
Georgia
$3.59M +$435K +7,651 +14%
Ameriprise
411
Ameriprise
Minnesota
$3.58M +$553K +9,727 +18%
MSA
412
Marino Stram & Associates
Massachusetts
$3.58M +$972K +17,103 +37%
ICP
413
Interchange Capital Partners
Pennsylvania
$3.57M +$21K +369 +0.6%
Bank of Montreal
414
Bank of Montreal
Ontario, Canada
$3.57M +$411K +7,228 +13%
FFA
415
Fragasso Financial Advisors
Pennsylvania
$3.54M -$1.71M -30,021 -33%
WMA
416
West Michigan Advisors
Michigan
$3.54M +$92.6K +1,629 +3%
ACM
417
AlphaStar Capital Management
North Carolina
$3.53M +$244K +4,286 +7%
AC
418
AlphaCore Capital
California
$3.49M +$407K +7,165 +13%
KCPT
419
Kingstone Capital Partners Texas
Texas
$3.48M -$2.41M -42,469 -41%
MEAC
420
M.E. Allison & Co
Texas
$3.48M +$701K +12,331 +25%
CGA
421
Crescent Grove Advisors
Illinois
$3.48M +$912K +16,043 +36%
RSWM
422
Robertson Stephens Wealth Management
California
$3.47M -$113K -1,989 -3%
BWA
423
Beam Wealth Advisors
Louisiana
$3.47M +$653K +11,491 +23%
IP
424
Ignite Planners
California
$3.47M +$48K +843 +1%
LFAS
425
Level Four Advisory Services
Texas
$3.47M +$909K +15,990 +36%