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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 %
JSL
776
JT Stratford LLC
Georgia
$829K -$102K -1,791 -11%
JSAM
777
J. Safra Asset Management
New York
$820K +$820K +14,479 New
EWM
778
Evercore Wealth Management
New York
$815K +$284K +5,000 +54%
LA
779
Latitude Advisors
Florida
$814K +$122K +2,151 +18%
KF
780
KKM Financial
Illinois
$811K -$332K -5,832 -29%
AAP
781
Arax Advisory Partners
Colorado
$807K +$716K +12,591 +781%
WB
782
WesBanco Bank
West Virginia
$807K +$389K +6,845 +93%
TMWM
783
Taylor & Morgan Wealth Management
Michigan
$801K -$17.9K -314 -2%
BWM
784
BCS Wealth Management
Tennessee
$788K -$237K -4,167 -23%
FFA
785
Florida Financial Advisors
Florida
$787K +$99.4K +1,748 +14%
HAP
786
Harbor Asset Planning
Massachusetts
$787K +$787K +13,839 New
BWP
787
Balboa Wealth Partners
Arizona
$786K +$82.5K +1,451 +12%
FA
788
Fountainhead AM
New Jersey
$785K -$350K -6,162 -31%
ARC
789
Advisor Resource Council
Texas
$783K -$59.7K -1,051 -7%
BFG
790
Berger Financial Group
Minnesota
$781K +$306K +5,374 +64%
FWP
791
Falcon Wealth Planning
California
$780K +$283K +4,972 +57%
AAS
792
Annex Advisory Services
Wisconsin
$779K +$57 +1 +0%
CAM
793
Columbia Asset Management
Michigan
$775K
LWL
794
Leo Wealth LLC
Texas
$766K +$766K +13,470 New
PCS
795
Personal CFO Solutions
New Jersey
$765K +$97.4K +1,714 +15%
CCIA
796
Cherry Creek Investment Advisors
Colorado
$759K -$82.6K -1,453 -10%
RA
797
Rockingstone Advisors
Massachusetts
$758K -$56.9K -1,000 -7%
HCMT
798
Highland Capital Management (Tennessee)
Tennessee
$756K +$756K +13,300 New
GS
799
GWN Securities
Florida
$756K -$18.1M -317,857 -96%
PFA
800
Pure Financial Advisors
California
$753K +$753K +13,248 New