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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 %
AWP
801
Axis Wealth Partners
Rhode Island
$747K +$374K +6,581 +100%
AWAP
802
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$744K +$14.8K +261 +2%
AWA
803
Arete Wealth Advisors
Illinois
$741K -$3.9M -68,580 -84%
SAI
804
Savvy Advisors Inc
New York
$741K +$741K +13,029 New
WSCM
805
Wellington Shields Capital Management
New York
$735K +$28.7K +505 +4%
CRWM
806
Castle Rock Wealth Management
California
$734K -$80.9K -1,419 -10%
SIAG
807
Safeguard Investment Advisory Group
California
$733K +$434K +7,640 +145%
AWM
808
Activest Wealth Management
Florida
$733K +$4.04K +71 +0.6%
RFA
809
Reyes Financial Architecture
California
$731K -$188K -3,314 -20%
IBOK
810
Independence Bank of Kentucky
Kentucky
$727K
AI
811
Auour Investments
Massachusetts
$725K +$32.2K +567 +5%
TSWM
812
Tyler-Stone Wealth Management
Ohio
$723K
NWA
813
Navis Wealth Advisors
New York
$723K -$78.2K -1,375 -10%
CCP
814
Clarity Capital Partners
California
$718K -$1.17M -20,631 -62%
CRC
815
Curi RMB Capital
Illinois
$716K +$63.5K +1,117 +10%
TDC
816
Thompson Davis & Co
Virginia
$715K -$102K -1,787 -12%
TWP
817
Triad Wealth Partners
Kansas
$713K +$309K +5,432 +76%
NCM
818
Novare Capital Management
North Carolina
$710K -$24.6K -433 -3%
AWM
819
AllSquare Wealth Management
New York
$705K -$394K -6,928 -36%
AFC
820
AFT Forsyth & Company
Florida
$704K +$186K +3,270 +36%
MWP
821
Madison Wealth Partners
Wisconsin
$704K +$29.2K +513 +4%
LWM
822
Lakeridge Wealth Management
Ohio
$696K +$79.6K +1,400 +13%
LWM
823
Lionsbridge Wealth Management
Florida
$694K -$4.2M -73,953 -86%
FG
824
Fiduciary Group
Georgia
$684K +$63.1K +1,110 +10%
MAMG
825
Milestone Asset Management Group
Connecticut
$682K +$21.7K +381 +3%