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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 %
WP
401
Wealthspan Partners
Iowa
$3.75M +$484K +8,520 +15%
LHC
402
Little House Capital
Massachusetts
$3.74M +$166K +2,921 +5%
RFWA
403
RPg Family Wealth Advisory
Massachusetts
$3.74M +$217K +3,811 +6%
FF
404
Fairway Financial
Florida
$3.73M +$108K +1,893 +3%
PA
405
Procyon Advisors
Connecticut
$3.71M -$192K -3,371 -5%
SWP
406
Semus Wealth Partners
Florida
$3.71M +$103K +1,803 +3%
GFG
407
Goldstone Financial Group
Illinois
$3.68M +$187K +3,288 +5%
FFN
408
Focus Financial Network
Minnesota
$3.64M +$521K +9,159 +17%
SCM
409
Saxony Capital Management
Missouri
$3.63M +$560K +9,853 +18%
IA
410
Inspire Advisors
Idaho
$3.63M +$2.22M +38,992 +157%
RFA
411
Register Financial Advisors
Georgia
$3.59M +$435K +7,651 +14%
Ameriprise
412
Ameriprise
Minnesota
$3.58M +$553K +9,727 +18%
MSA
413
Marino Stram & Associates
Massachusetts
$3.58M +$972K +17,103 +37%
ICP
414
Interchange Capital Partners
Pennsylvania
$3.57M +$21K +369 +0.6%
Bank of Montreal
415
Bank of Montreal
Ontario, Canada
$3.57M +$411K +7,228 +13%
FFA
416
Fragasso Financial Advisors
Pennsylvania
$3.54M -$1.71M -30,021 -33%
WMA
417
West Michigan Advisors
Michigan
$3.54M +$92.6K +1,629 +3%
ACM
418
AlphaStar Capital Management
North Carolina
$3.53M +$244K +4,286 +7%
AC
419
AlphaCore Capital
California
$3.49M +$407K +7,165 +13%
KCPT
420
Kingstone Capital Partners Texas
Texas
$3.48M -$2.41M -42,469 -41%
MEAC
421
M.E. Allison & Co
Texas
$3.48M +$701K +12,331 +25%
CGA
422
Crescent Grove Advisors
Illinois
$3.48M +$912K +16,043 +36%
RSWM
423
Robertson Stephens Wealth Management
California
$3.47M -$113K -1,989 -3%
BWA
424
Beam Wealth Advisors
Louisiana
$3.47M +$653K +11,491 +23%
IP
425
Ignite Planners
California
$3.47M +$48K +843 +1%