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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 %
CCMW
626
Cypress Capital Management (Wyoming)
Wyoming
$1.5M -$29.9K -523 -2%
NA
627
Note Advisors
New York
$1.5M +$160K +2,800 +12%
WCM
628
Winebrenner Capital Management
Kentucky
$1.48M -$191K -3,338 -11%
AAS
629
Asset Allocation Strategies
Michigan
$1.47M +$108K +1,897 +8%
SDWIA
630
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.46M +$238K +4,157 +19%
TC
631
TFR Capital
Texas
$1.46M +$943K +16,503 +182%
PEA
632
Park Edge Advisors
Ohio
$1.45M +$136K +2,388 +10%
Fifth Third Bancorp
633
Fifth Third Bancorp
Ohio
$1.45M -$159K -2,776 -10%
WDG
634
Wealth Dimensions Group
Ohio
$1.45M +$64.9K +1,135 +5%
HWMO
635
Heritage Wealth Management (Ohio)
Ohio
$1.45M +$195K +3,414 +16%
BWP
636
Burling Wealth Partners
Illinois
$1.43M -$105K -1,844 -7%
EWA
637
Etesian Wealth Advisors
Oregon
$1.43M +$168K +2,944 +13%
BFWM
638
Bright Futures Wealth Management
New York
$1.42M -$29.5K -560 -2%
IA
639
Inspire Advisors
Idaho
$1.42M +$1.42M +24,793 New
NG
640
Novem Group
New York
$1.42M +$116K +2,032 +9%
IFWM
641
Institute for Wealth Management
Colorado
$1.41M +$9.43K +165 +0.7%
LS
642
Leelyn Smith
Illinois
$1.41M +$47.9K +839 +4%
AGWCA
643
Annis Gardner Whiting Capital Advisors
Florida
$1.41M +$56.8K +994 +4%
BFWA
644
Benchmark Financial Wealth Advisors
Florida
$1.38M +$118K +2,058 +9%
BWM
645
BCGM Wealth Management
Indiana
$1.38M -$14.1K -247 -1%
WA
646
Wealth Alliance
New York
$1.37M -$46.3K -810 -3%
DFG
647
Delta Financial Group
New Jersey
$1.37M +$149K +2,580 +12%
VWM
648
Venturi Wealth Management
Texas
$1.35M +$133K +2,321 +11%
KIM
649
Kestra Investment Management
Texas
$1.35M +$647K +11,317 +92%
PF
650
Prosperitas Financial
California
$1.33M +$1.33M +23,304 New