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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 %
AWAP
801
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$733K +$12.6K +220 +2%
AWM
802
Activest Wealth Management
Florida
$732K +$2.8K +49 +0.4%
IBOK
803
Independence Bank of Kentucky
Kentucky
$731K -$28.6K -500 -4%
TSWM
804
Tyler-Stone Wealth Management
Ohio
$727K
WSFS
805
Wilmington Savings Fund Society
Delaware
$727K +$48.6K +850 +7%
CPRC
806
Consolidated Portfolio Review Corp
New York
$718K +$51.5K +901 +8%
WSCM
807
Wellington Shields Capital Management
New York
$710K +$114 +2 +0%
BWP
808
Balboa Wealth Partners
Arizona
$707K +$141K +2,475 +25%
TA
809
TFB Advisors
Kansas
$703K +$95.3K +1,667 +16%
SMH
810
Sanders Morris Harris
Texas
$698K +$228K +4,000 +49%
LA
811
Latitude Advisors
Florida
$695K +$94.3K +1,650 +16%
SIA
812
Schechter Investment Advisors
Michigan
$692K +$692K +12,106 New
I
813
INVST
Indiana
$690K +$690K +12,081 New
FFA
814
Florida Financial Advisors
Florida
$690K +$290K +5,077 +72%
CGH
815
Crossmark Global Holdings
Texas
$679K +$215K +3,755 +46%
MWP
816
Madison Wealth Partners
Wisconsin
$678K +$139K +2,427 +26%
AI
817
Auour Investments
Massachusetts
$678K -$186K -3,351 -22%
PCS
818
Personal CFO Solutions
New Jersey
$671K -$12.9K -225 -2%
MAMG
819
Milestone Asset Management Group
Connecticut
$664K +$9.37K +164 +1%
TL
820
Tradewinds LLC
North Carolina
$663K -$72K -1,260 -10%
MW
821
Marcum Wealth
Ohio
$662K -$62.6K -1,095 -9%
ACP
822
Arcus Capital Partners
Georgia
$658K +$319K +5,581 +94%
MWM
823
Mascagni Wealth Management
Mississippi
$656K
CRC
824
Curi RMB Capital
Illinois
$656K +$66.1K +1,156 +11%
CG
825
Caprock Group
Idaho
$655K -$5.49K -96 -0.8%