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JPMorgan Equity Premium Income ETF

1,245 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 104 funds opening new positions, 693 increasing their positions, 335 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,245
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
155
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$19.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
601
ELCO Management
New York
$1.7M
PP
602
PDS Planning
Ohio
$1.7M
PRTG
603
Post Resch Tallon Group
New York
$1.7M
FLPIM
604
F.L. Putnam Investment Management
Massachusetts
$1.69M
SW
605
Simplicity Wealth
New Jersey
$1.66M
CWP
606
Concord Wealth Partners
Virginia
$1.65M
PFA
607
Plotkin Financial Advisors
Maryland
$1.64M
BFPW
608
BOK Financial Private Wealth
Colorado
$1.64M
PWM
609
Palacios Wealth Management
Florida
$1.64M
FPWM
610
FSB Premier Wealth Management
Iowa
$1.63M
CFS
611
Coordinated Financial Services
Colorado
$1.63M
ISFAN
612
Investor's Fiduciary Advisor Network
Washington
$1.63M
UCFA
613
United Capital Financial Advisors
Texas
$1.62M
AWE
614
Avidian Wealth Enterprises
Texas
$1.61M
WE
615
Wealth Effects
Massachusetts
$1.61M
MWM
616
Mission Wealth Management
California
$1.58M
DWM
617
Drive Wealth Management
Utah
$1.58M
US Bancorp
618
US Bancorp
Minnesota
$1.58M
LIG
619
Lokken Investment Group
Delaware
$1.56M
PSCM
620
Per Stirling Capital Management
Texas
$1.56M
FFS
621
Founders Financial Securities
Maryland
$1.55M
SFG
622
Sovereign Financial Group
Connecticut
$1.55M
LA
623
Lifeworks Advisors
Michigan
$1.55M
RFC
624
Regions Financial Corp
Alabama
$1.54M
MA
625
Modus Advisors
Minnesota
$1.53M