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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 %
LFAS
426
Level Four Advisory Services
Texas
$3.47M +$909K +15,990 +36%
RPGK
427
Retirement Planning Group (Kansas)
Kansas
$3.43M +$418K +7,361 +14%
WF
428
WinCap Financial
Massachusetts
$3.43M +$929K +16,339 +37%
AT
429
American Trust
Kentucky
$3.43M +$2.48M +43,540 +258%
CPL
430
CAP Partners LLC
Tennessee
$3.42M -$473K -8,327 -12%
CWA
431
Clarity Wealth Advisors
California
$3.42M +$186K +3,272 +6%
EFG
432
Ehrlich Financial Group
California
$3.41M +$164K +2,883 +5%
HA
433
Helium Advisors
Washington
$3.41M -$444K -7,816 -12%
BCA
434
Bay Capital Advisors
Virginia
$3.41M +$73.1K +1,286 +2%
SWA
435
Stratos Wealth Advisors
Ohio
$3.36M -$943K -16,588 -22%
RW
436
Rockport Wealth
Ohio
$3.36M +$123K +2,170 +4%
SAS
437
Stelac Advisory Services
New York
$3.35M +$3.35M +58,906 New
PG
438
Patten Group
Tennessee
$3.34M +$464K +8,168 +16%
SW
439
SkyOak Wealth
Michigan
$3.29M +$112K +1,977 +4%
BFS
440
Bradley Foster & Sargent
Connecticut
$3.28M +$3.28M +57,683 New
SW
441
SlateStone Wealth
Florida
$3.28M +$7.45K +131 +0.2%
OBWG
442
Onyx Bridge Wealth Group
New York
$3.26M +$306K +5,381 +10%
PP
443
Prudential plc
United Kingdom
$3.25M +$39.8K +700 +1%
SEIA
444
Signature Estate & Investment Advisors
California
$3.24M +$147K +2,582 +5%
BA
445
Bristlecone Advisors
Washington
$3.23M +$135K +2,383 +4%
PD
446
Planning Directions
Pennsylvania
$3.22M +$24.2K +425 +0.8%
FFS
447
Fortress Financial Solutions
Arizona
$3.22M +$233K +4,104 +8%
SCA
448
Scott Capital Advisors
Oregon
$3.13M +$238K +4,191 +8%
HA
449
Herold Advisors
New York
$3.13M +$105K +1,850 +3%
NS
450
NBC Securities
Alabama
$3.12M +$211K +3,709 +7%