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JPMorgan Equity Premium Income ETF

1,245 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 104 funds opening new positions, 693 increasing their positions, 335 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,245
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
155
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$19.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
426
Rockport Wealth
Ohio
$3.25M
CWA
427
Clarity Wealth Advisors
California
$3.25M
PP
428
Prudential plc
United Kingdom
$3.22M
NCG
429
Newport Capital Group
New Jersey
$3.22M
PD
430
Planning Directions
Pennsylvania
$3.21M
MIC
431
Means Investment Company
Maine
$3.2M
SW
432
SkyOak Wealth
Michigan
$3.2M
Bank of Montreal
433
Bank of Montreal
Ontario, Canada
$3.17M
RFA
434
Register Financial Advisors
Georgia
$3.17M
JHC
435
J. Hagan Capital
Kentucky
$3.15M
FFN
436
Focus Financial Network
Minnesota
$3.14M
BAM
437
Bellevue Asset Management
Washington
$3.11M
BA
438
Bristlecone Advisors
Washington
$3.11M
SEIA
439
Signature Estate & Investment Advisors
California
$3.11M
AC
440
AlphaCore Capital
California
$3.1M
AG
441
AmeriFlex Group
Nevada
$3.1M
SCM
442
Saxony Capital Management
Missouri
$3.08M
RIA
443
Regal Investment Advisors
Michigan
$3.08M
GIA
444
Gladstone Institutional Advisory
Florida
$3.08M
Ameriprise
445
Ameriprise
Minnesota
$3.04M
HA
446
Herold Advisors
New York
$3.04M
RPGK
447
Retirement Planning Group (Kansas)
Kansas
$3.03M
MWA
448
Moser Wealth Advisors
Washington
$3.01M
FFS
449
Fortress Financial Solutions
Arizona
$3M
BFA
450
Beaumont Financial Advisors
Massachusetts
$2.98M