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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 %
WF
501
WinCap Financial
Massachusetts
$2.52M +$354K +6,197 +16%
CCA
502
Cora Capital Advisors
New Jersey
$2.51M +$1.99M +34,788 +382%
LAM
503
Lifestyle Asset Management
Texas
$2.49M -$1.12M -19,645 -31%
JF
504
JSF Financial
California
$2.49M +$551K +9,650 +28%
MHS
505
M Holdings Securities
Oregon
$2.48M +$167K +2,918 +7%
CBT
506
CoreFirst Bank & Trust
Kansas
$2.48M +$36.5K +638 +1%
LA
507
LexAurum Advisors
Kansas
$2.47M +$604K +10,568 +32%
CWM
508
CIBC World Markets
New York
$2.46M +$44.9K +786 +2%
SWA
509
Sax Wealth Advisors
New Jersey
$2.46M +$948K +16,591 +63%
KA
510
Kovack Advisors
Florida
$2.45M -$249K -4,357 -9%
OPWM
511
Oxinas Partners Wealth Management
Indiana
$2.45M +$28.5K +498 +1%
GFP
512
Guardian Financial Partners
California
$2.43M +$170K +2,977 +8%
SW
513
SteelPeak Wealth
California
$2.43M +$36.8K +644 +2%
HC
514
Hourglass Capital
Texas
$2.41M
KWM
515
KFG Wealth Management
Indiana
$2.4M +$708K +12,385 +42%
PCS
516
Private Client Services
Kentucky
$2.38M +$69.6K +1,218 +3%
AWA
517
Arkadios Wealth Advisors
Georgia
$2.38M +$697K +12,191 +41%
UAG
518
United Advisor Group
Ohio
$2.37M -$28.3K -495 -1%
FMN
519
Financial Management Network
California
$2.35M -$45.7K -880 -2%
OIA
520
OneDigital Investment Advisors
Kansas
$2.33M -$6.79M -118,754 -74%
BFG
521
Bleakley Financial Group
New Jersey
$2.33M -$2.88M -50,402 -55%
CDWM
522
Campbell Deegan Wealth Management
Virginia
$2.31M +$1.02M +17,898 +79%
CFG
523
Carr Financial Group
Massachusetts
$2.31M +$390K +6,820 +20%
LFS
524
Littlejohn Financial Services
Oregon
$2.29M +$130K +2,267 +6%
ACMG
525
Anchor Capital Management Group
California
$2.29M