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JPMorgan Equity Premium Income ETF

1,256 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, 646 increasing their positions, 406 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
+12
Holders Change %
+0.96%
% 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
646
Reduced
406
Closed
77
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
576
Sound Income Strategies
Florida
$1.96M +$40.6K +714 +2%
WI
577
Westbourne Investments
Virginia
$1.96M -$203K -3,575 -9%
ISFAN
578
Investor's Fiduciary Advisor Network
Washington
$1.96M +$340K +5,989 +21%
NCG
579
Newport Capital Group
New Jersey
$1.95M -$1.25M -22,000 -39%
IIA
580
Integral Investment Advisors
California
$1.94M -$49.4K -869 -2%
CAGAS
581
Capital Advisory Group Advisory Services
Minnesota
$1.94M -$6.99K -123 -0.4%
SCM
582
Sage Capital Management
New Jersey
$1.92M +$18.5K +325 +1%
FMWA
583
Forvis Mazars Wealth Advisors
Missouri
$1.91M +$1.27M +22,364 +198%
WAM
584
Worth Asset Management
Texas
$1.91M +$6.08K +107 +0.3%
GFG
585
Grantvest Financial Group
New Jersey
$1.89M +$132K +2,319 +8%
FAM
586
Frontier Asset Management
Wyoming
$1.88M -$625 -11 -0%
FPGK
587
Financial Partners Group (Kansas)
Kansas
$1.88M -$16.6M -292,294 -90%
CPC
588
Consolidated Planning Corp
Georgia
$1.87M -$17.3K -305 -0.9%
TCM
589
Triumph Capital Management
Colorado
$1.86M -$66.5K -1,169 -3%
IWM
590
IHT Wealth Management
Illinois
$1.86M -$38K -668 -2%
BWM
591
BKM Wealth Management
Wisconsin
$1.85M +$63.3K +1,114 +4%
WIM
592
WealthPlan Investment Management
Nebraska
$1.85M +$551K +9,700 +43%
GCM
593
Gables Capital Management
Florida
$1.84M -$179K -3,150 -9%
ST
594
Somerset Trust
Pennsylvania
$1.83M +$18.9K +333 +1%
KIA
595
Kraematon Investment Advisors
Massachusetts
$1.83M -$37.5K -659 -2%
WANY
596
Wealthspire Advisors (New York)
New York
$1.83M +$1.42M +24,928 +343%
WCP
597
Wealthcare Capital Partners
Pennsylvania
$1.83M +$20.4K +358 +1%
SS
598
Sunbelt Securities
Texas
$1.83M +$770K +13,391 +73%
TCA
599
Transcend Capital Advisors
New Jersey
$1.83M -$402K -7,067 -18%
MFA
600
Mayflower Financial Advisors
Massachusetts
$1.81M -$47.5K -836 -3%