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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 %
TMWM
776
Taylor & Morgan Wealth Management
Michigan
$823K -$107K -1,865 -11%
SA
777
Skyline Advisors
Washington
$823K +$174K +3,039 +27%
LSA
778
L & S Advisors
California
$822K -$25.2K -441 -3%
TDC
779
Thompson Davis & Co
Virginia
$820K +$57.7K +1,009 +8%
RA
780
Rockingstone Advisors
Massachusetts
$819K -$38.3K -670 -4%
MMCM
781
Murphy & Mullick Capital Management
New York
$818K +$164K +2,869 +25%
MAG
782
MRA Advisory Group
New Jersey
$818K +$7.66K +134 +0.9%
DWG
783
Darden Wealth Group
Michigan
$814K +$5.71K +100 +0.7%
CP
784
Capital Planning
Washington
$811K +$255K +4,467 +46%
CRWM
785
Castle Rock Wealth Management
California
$810K -$37.6K -664 -4%
DPI
786
Diversified Portfolios Inc
Michigan
$806K +$14.2K +249 +2%
NWA
787
Navis Wealth Advisors
New York
$805K -$460K -8,056 -36%
KIM
788
Kane Investment Management
California
$798K +$20.5K +359 +3%
GAM
789
Grandview Asset Management
Pennsylvania
$788K +$571 +10 +0.1%
SIM
790
Seaview Investment Managers
Florida
$787K -$93.6K -1,638 -11%
IAP
791
Indie Asset Partners
Indiana
$787K -$20.7K -363 -3%
AAS
792
Annex Advisory Services
Wisconsin
$783K -$124K -2,168 -14%
CAM
793
Columbia Asset Management
Michigan
$779K
Betterment LLC
794
Betterment LLC
New York
$772K -$91K -1,592 -11%
WB
795
West Bancorporation
Iowa
$771K -$13.7K -240 -2%
SWIM
796
Smallwood Wealth Investment Management
New Jersey
$751K +$79.7K +1,395 +12%
SFA
797
Souders Financial Advisors
Ohio
$747K +$10.2K +179 +1%
MWM
798
Mascoma Wealth Management
New Hampshire
$742K +$39.8K +696 +6%
NCM
799
Novare Capital Management
North Carolina
$738K -$103K -1,802 -12%
BCM
800
Brasada Capital Management
Texas
$736K -$105K -2,057 -13%