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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 %
FFP
401
FourThought Financial Partners
Florida
$3.65M +$85.8K +1,502 +2%
FF
402
Fairway Financial
Florida
$3.64M -$51.8K -906 -1%
NC
403
Napatree Capital
Rhode Island
$3.64M +$241K +4,221 +7%
SWP
404
Semus Wealth Partners
Florida
$3.62M +$237K +4,139 +7%
WA
405
Whipplewood Advisors
Colorado
$3.62M -$2.37M -15,030 -40%
RSWM
406
Robertson Stephens Wealth Management
California
$3.6M -$317K -5,539 -8%
LHC
407
Little House Capital
Massachusetts
$3.6M +$3.6M +62,918 New
CFG
408
Citizens Financial Group
Rhode Island
$3.58M +$2.3M +40,279 +180%
ICP
409
Interchange Capital Partners
Pennsylvania
$3.57M +$29.9K +524 +0.8%
RFWA
410
RPg Family Wealth Advisory
Massachusetts
$3.54M +$380K +6,654 +12%
GFG
411
Goldstone Financial Group
Illinois
$3.51M -$401K -7,025 -10%
WMA
412
West Michigan Advisors
Michigan
$3.47M +$130K +2,280 +4%
DOA
413
D'Orazio & Associates
Virginia
$3.46M -$66.6K -1,165 -2%
SCA
414
Sulzberger Capital Advisors
Florida
$3.41M -$1.65M -28,915 -33%
ATPW
415
Ashton Thomas Private Wealth
Arizona
$3.38M -$650K -11,379 -16%
AC
416
AIFG Consultants
New York
$3.36M -$181K -3,172 -5%
BCA
417
Bay Capital Advisors
Virginia
$3.35M +$224K +3,919 +7%
PWM
418
Perigon Wealth Management
California
$3.35M -$563K -9,853 -14%
EWA
419
Evolution Wealth Advisors
Florida
$3.34M -$269K -4,710 -7%
IP
420
Ignite Planners
California
$3.31M -$78.2K -1,420 -2%
ACM
421
AlphaStar Capital Management
North Carolina
$3.31M +$2.29M +40,148 +227%
SW
422
SlateStone Wealth
Florida
$3.28M -$302K -5,288 -8%
WP
423
Wealthspan Partners
Iowa
$3.28M +$705K +12,341 +27%
SOS
424
Silver Oak Securities
Tennessee
$3.27M +$166K +2,928 +5%
EFG
425
Ehrlich Financial Group
California
$3.26M -$24.2K -423 -0.7%