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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 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+14
Holders Change %
+1.13%
% 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
76
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
676
RoundAngle Advisors
New Jersey
$1.28M +$3.64K +64 +0.3%
HSA
677
HBK Sorce Advisory
Pennsylvania
$1.28M -$231K -4,070 -15%
CWMS
678
Cannon Wealth Management Services
North Carolina
$1.28M +$24.1K +424 +2%
AA
679
Acorns Advisers
California
$1.27M +$352K +6,196 +38%
FHC
680
First Heartland Consultants
Missouri
$1.27M +$13.8K +242 +1%
PAG
681
Paladin Advisory Group
Iowa
$1.26M -$48.2K -848 -4%
TWM
682
Trueblood Wealth Management
Ohio
$1.26M -$17.5K -308 -1%
CW
683
Code Waechter
Florida
$1.26M +$659K +11,588 +110%
WN
684
Williams & Novak
California
$1.25M +$166K +2,925 +15%
BFWA
685
Benchmark Financial Wealth Advisors
Florida
$1.25M -$124K -2,178 -9%
CAM
686
CPA Asset Management
Florida
$1.23M +$140K +2,460 +13%
CPA
687
Cathy Pareto & Associates
Florida
$1.22M +$126K +2,213 +11%
Brown Advisory
688
Brown Advisory
Maryland
$1.22M -$502K -8,827 -29%
LFS
689
Legacy Financial Strategies
Kansas
$1.22M -$705K -12,396 -37%
PCM
690
Pointe Capital Management
Michigan
$1.22M +$5.63K +99 +0.5%
SFC
691
Strategic Financial Concepts
Texas
$1.22M -$77.2K -1,358 -6%
CPRC
692
Consolidated Portfolio Review Corp
New York
$1.2M +$489K +8,604 +68%
TWM
693
TCFG Wealth Management
California
$1.2M +$797K +14,020 +198%
KFS
694
Kelly Financial Services
Massachusetts
$1.19M +$92.8K +1,632 +8%
VA
695
VestGen Advisors
Illinois
$1.19M +$102K +1,794 +9%
ACM
696
Andina Capital Management
Utah
$1.19M +$3.01K +53 +0.3%
Northern Trust
697
Northern Trust
Illinois
$1.18M -$50.3K -884 -4%
TW
698
TritonPoint Wealth
Maryland
$1.18M +$102K +1,786 +9%
HFS
699
Howard Financial Services
Texas
$1.18M +$3.75K +66 +0.3%
Betterment LLC
700
Betterment LLC
New York
$1.18M +$407K +7,148 +53%