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JPMorgan Equity Premium Income ETF

1,245 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 104 funds opening new positions, 693 increasing their positions, 335 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,245
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
155
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$19.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
801
Brasada Capital Management
Texas
$736K
AWAP
802
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$733K
AWM
803
Activest Wealth Management
Florida
$732K
IBOK
804
Independence Bank of Kentucky
Kentucky
$731K
TSWM
805
Tyler-Stone Wealth Management
Ohio
$727K
WSFS
806
Wilmington Savings Fund Society
Delaware
$727K
CPRC
807
Consolidated Portfolio Review Corp
New York
$718K
WSCM
808
Wellington Shields Capital Management
New York
$710K
BWP
809
Balboa Wealth Partners
Arizona
$707K
TA
810
TFB Advisors
Kansas
$703K
SMH
811
Sanders Morris Harris
Texas
$698K
LA
812
Latitude Advisors
Florida
$695K
SIA
813
Schechter Investment Advisors
Michigan
$692K
I
814
INVST
Indiana
$690K
FFA
815
Florida Financial Advisors
Florida
$690K
CGH
816
Crossmark Global Holdings
Texas
$679K
MWP
817
Madison Wealth Partners
Wisconsin
$678K
AI
818
Auour Investments
Massachusetts
$678K
PCS
819
Personal CFO Solutions
New Jersey
$671K
MAMG
820
Milestone Asset Management Group
Connecticut
$664K
TL
821
Tradewinds LLC
North Carolina
$663K
MW
822
Marcum Wealth
Ohio
$662K
ACP
823
Arcus Capital Partners
Georgia
$658K
MWM
824
Mascagni Wealth Management
Mississippi
$656K
CRC
825
Curi RMB Capital
Illinois
$656K