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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 %
PP
601
PDS Planning
Ohio
$1.7M +$146K +2,553 +9%
PRTG
602
Post Resch Tallon Group
New York
$1.7M -$46.7K -828 -3%
FLPIM
603
F.L. Putnam Investment Management
Massachusetts
$1.69M +$312K +5,460 +23%
SW
604
Simplicity Wealth
New Jersey
$1.66M +$854K +14,940 +105%
CWP
605
Concord Wealth Partners
Virginia
$1.65M +$30.1K +526 +2%
PFA
606
Plotkin Financial Advisors
Maryland
$1.64M -$114K -2,000 -7%
BFPW
607
BOK Financial Private Wealth
Colorado
$1.64M +$333K +5,827 +25%
PWM
608
Palacios Wealth Management
Florida
$1.64M +$195K +1,709 +13%
FPWM
609
FSB Premier Wealth Management
Iowa
$1.63M -$76.2K -1,334 -4%
CFS
610
Coordinated Financial Services
Colorado
$1.63M +$88.8K +1,554 +6%
ISFAN
611
Investor's Fiduciary Advisor Network
Washington
$1.63M +$148K +2,594 +10%
UCFA
612
United Capital Financial Advisors
Texas
$1.62M +$135K +2,364 +9%
AWE
613
Avidian Wealth Enterprises
Texas
$1.61M +$509K +8,912 +46%
WE
614
Wealth Effects
Massachusetts
$1.61M -$771K -13,490 -32%
MWM
615
Mission Wealth Management
California
$1.58M +$199K +3,488 +14%
DWM
616
Drive Wealth Management
Utah
$1.58M +$233K +4,070 +17%
US Bancorp
617
US Bancorp
Minnesota
$1.58M -$58K -1,015 -4%
LIG
618
Lokken Investment Group
Delaware
$1.56M +$156K +2,727 +11%
PSCM
619
Per Stirling Capital Management
Texas
$1.56M +$81.8K +1,432 +6%
FFS
620
Founders Financial Securities
Maryland
$1.55M +$134K +2,433 +9%
SFG
621
Sovereign Financial Group
Connecticut
$1.55M +$201K +3,525 +15%
LA
622
Lifeworks Advisors
Michigan
$1.55M +$1.3M +22,698 +522%
RFC
623
Regions Financial Corp
Alabama
$1.54M +$66.4K +1,162 +5%
MA
624
Modus Advisors
Minnesota
$1.53M -$54K -945 -3%
HSA
625
HBK Sorce Advisory
Pennsylvania
$1.52M +$200K +3,505 +15%