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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 %
RWPA
551
Richard W. Paul & Associates
Michigan
$2.05M +$71.4K +1,249 +4%
TNA
552
True North Advisors
Texas
$2.04M +$594K +10,398 +41%
EFMC
553
Empire Financial Management Company
New York
$2.04M +$27.7K +484 +1%
GCM
554
Gables Capital Management
Florida
$2.03M -$29.4K -515 -1%
AFS
555
Anderson Financial Strategies
Ohio
$2.03M +$2.03M +35,587 +3,558,700%
WWM
556
Whalen Wealth Management
Nevada
$2.03M -$1.88M -32,945 -48%
PCM
557
Pennsylvania Capital Management
Pennsylvania
$2.03M +$322K +5,644 +19%
5W
558
5T Wealth
California
$2.02M +$39.3K +687 +2%
BB
559
Bell Bank
North Dakota
$2.02M -$661K -11,565 -25%
IIA
560
Integral Investment Advisors
California
$2M -$2.71M -47,400 -57%
GPWM
561
Grant Private Wealth Management
California
$2M -$261K -4,560 -12%
MIM
562
Moseley Investment Management
Florida
$1.99M +$175K +3,059 +10%
PCP
563
Proficio Capital Partners
Massachusetts
$1.99M +$1.99M +34,800 New
SC
564
Scotia Capital
Ontario, Canada
$1.99M -$527K -9,230 -21%
LCWP
565
Legacy Capital Wealth Partners
Arkansas
$1.98M -$142K -2,477 -7%
CAGAS
566
Capital Advisory Group Advisory Services
Minnesota
$1.95M +$28.6K +500 +1%
MP
567
McDonald Partners
Ohio
$1.94M +$199K +3,485 +11%
LFS
568
Legacy Financial Strategies
Kansas
$1.94M +$889K +15,559 +85%
TCM
569
Triumph Capital Management
Colorado
$1.94M -$763K -13,361 -28%
SIS
570
Sound Income Strategies
Florida
$1.93M +$712K +12,453 +58%
CA
571
Crewe Advisors
Utah
$1.93M +$124K +2,172 +7%
UW
572
Unique Wealth
Florida
$1.92M -$730K -12,769 -28%
JIC
573
Joel Isaacson & Co
New York
$1.91M +$1.16M +20,345 +155%
WAM
574
Worth Asset Management
Texas
$1.91M
SCM
575
Sage Capital Management
New Jersey
$1.91M +$12.8K +224 +0.7%