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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 %
HC
526
Hourglass Capital
Texas
$2.4M
LAM
527
Lewis Asset Management
California
$2.39M +$1.39M +24,373 +138%
SW
528
SteelPeak Wealth
California
$2.38M -$39.2K -689 -2%
LFA
529
LGT Financial Advisors
Texas
$2.37M +$1.07M +18,827 +82%
S
530
Sachetta
Massachusetts
$2.37M -$176K -3,097 -7%
HWM
531
HB Wealth Management
Georgia
$2.37M -$446K -7,839 -16%
MA
532
MAS Advisors
Florida
$2.37M -$267K -4,691 -10%
AAG
533
Armstrong Advisory Group
Massachusetts
$2.36M +$303K +5,334 +15%
Thrivent Financial for Lutherans
534
Thrivent Financial for Lutherans
Minnesota
$2.34M -$5.53M -97,321 -70%
RWM
535
Riverbend Wealth Management
South Carolina
$2.32M +$427K +7,509 +23%
IWN
536
Independent Wealth Network
Iowa
$2.3M +$68.7K +1,208 +3%
RMC
537
Ring Mountain Capital
California
$2.29M +$454K +7,976 +25%
UAG
538
United Advisor Group
Ohio
$2.29M -$72.9K -1,283 -3%
SSWM
539
Sheets Smith Wealth Management
North Carolina
$2.28M +$39K +686 +2%
ACMG
540
Anchor Capital Management Group
California
$2.27M
SKK
541
Shepherd Kaplan Krochuk
Massachusetts
$2.23M -$606K -10,663 -21%
GIA
542
Gladstone Institutional Advisory
Florida
$2.22M -$843K -14,822 -28%
HCP
543
Hexagon Capital Partners
Arkansas
$2.2M +$114K +2,010 +5%
OC
544
Optima Capital
Oregon
$2.2M +$139K +2,446 +7%
VVP
545
Venture Visionary Partners
Ohio
$2.19M +$6.37K +112 +0.3%
VHAM
546
Van Hulzen Asset Management
California
$2.19M +$134K +2,354 +7%
MW
547
Maia Wealth
Colorado
$2.18M +$256K +4,496 +13%
5W
548
5T Wealth
California
$2.18M +$171K +3,000 +9%
LAM
549
Lifestyle Asset Management
Texas
$2.17M -$307K -5,406 -12%
BFA
550
Beaumont Financial Advisors
Massachusetts
$2.17M -$793K -13,949 -27%