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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 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+13
Holders Change %
+1.05%
% 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
77
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
626
Simplicity Wealth
New Jersey
$1.57M -$88.7K -1,560 -5%
US Bancorp
627
US Bancorp
Minnesota
$1.55M -$18.8K -330 -1%
SWP
628
Sagespring Wealth Partners
Tennessee
$1.55M -$6.15M -108,248 -80%
BFPW
629
BOK Financial Private Wealth
Colorado
$1.53M -$104K -1,829 -6%
UW
630
Unique Wealth
Florida
$1.52M -$389K -6,836 -20%
PEA
631
Park Edge Advisors
Ohio
$1.52M +$75K +1,320 +5%
PSCM
632
Per Stirling Capital Management
Texas
$1.52M -$32.4K -570 -2%
FPWM
633
FSB Premier Wealth Management
Iowa
$1.52M -$102K -1,794 -6%
SDWIA
634
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.51M +$53.3K +938 +4%
WE
635
Wealth Effects
Massachusetts
$1.51M -$95.1K -1,672 -6%
GI
636
GAMMA Investing
California
$1.5M -$5.92M -104,151 -80%
JIC
637
Joel Isaacson & Co
New York
$1.49M -$413K -7,270 -22%
IAA
638
Independent Advisor Alliance
North Carolina
$1.49M +$571K +10,037 +62%
PFA
639
Plotkin Financial Advisors
Maryland
$1.47M -$165K -2,900 -10%
WA
640
Wealth Alliance
New York
$1.47M +$100K +1,765 +7%
DAS
641
Diversify Advisory Services
Utah
$1.46M +$813K +14,434 +125%
PSIWM
642
Paradigm Strategies in Wealth Management
Minnesota
$1.46M +$137K +2,414 +10%
IFWM
643
Institute for Wealth Management
Colorado
$1.46M +$51.7K +909 +4%
TAM
644
Tocqueville Asset Management
New York
$1.45M +$1.45M +25,560 New
LWM
645
LongView Wealth Management
Georgia
$1.45M +$479K +8,421 +49%
LS
646
Leelyn Smith
Illinois
$1.45M +$43.6K +767 +3%
WDG
647
Wealth Dimensions Group
Ohio
$1.44M -$455 -8 -0%
CCMW
648
Cypress Capital Management (Wyoming)
Wyoming
$1.44M -$56.5K -993 -4%
GM
649
GeoWealth Management
Illinois
$1.42M +$473K +8,312 +50%
BWM
650
BCGM Wealth Management
Indiana
$1.42M +$48K +845 +4%