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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 %
RFC
826
Regions Financial Corp
Alabama
$671K -$860K -15,131 -56%
FGA
827
Fortis Group Advisors
New Jersey
$671K +$671K +11,879 New
WB
828
West Bancorporation
Iowa
$669K -$97.2K -1,710 -13%
OWP
829
ORG Wealth Partners
Texas
$669K -$214K -3,770 -24%
DWG
830
Darden Wealth Group
Michigan
$668K -$142K -2,500 -18%
CAP
831
Columbia Advisory Partners
Washington
$666K +$246K +4,328 +59%
ACP
832
Arcus Capital Partners
Georgia
$653K -$2.05K -36 -0.3%
FFG
833
Fiduciary Financial Group
California
$643K +$49.1K +865 +8%
JSW
834
Journey Strategic Wealth
New Jersey
$643K +$46.7K +822 +8%
FVWA
835
Foster Victor Wealth Advisors
South Carolina
$641K +$16K +281 +3%
FCBT
836
First Citizens Bank & Trust
North Carolina
$636K +$636K +11,194 New
CGH
837
Crossmark Global Holdings
Texas
$635K -$39.9K -701 -6%
FPCP
838
Fort Point Capital Partners
California
$628K +$110K +1,934 +21%
HZ
839
Hixon Zuercher
Ohio
$628K +$58.1K +1,022 +10%
DA
840
Detalus Advisors
Missouri
$627K -$286K -5,023 -31%
AFM
841
Armstrong Fleming & Moore
District of Columbia
$621K -$2.08M -36,599 -77%
EWM
842
Elevatus Welath Management
New York
$615K +$196K +3,455 +47%
KPWG
843
KFA Private Wealth Group
Virginia
$615K +$210K +3,700 +52%
SFA
844
Souders Financial Advisors
Ohio
$612K -$132K -2,316 -18%
CIA
845
Compass Ion Advisors
Pennsylvania
$609K -$346K -6,087 -36%
CFA
846
Capstone Financial Advisors
Illinois
$608K +$15.4K +271 +3%
SA
847
Strategic Advisors
New York
$608K +$199K +3,503 +49%
BRG
848
Bay Rivers Group
Virginia
$602K +$23.7K +417 +4%
National Bank of Canada
849
National Bank of Canada
Quebec, Canada
$600K +$78.6K +1,384 +15%
FWM
850
Fortress Wealth Management
California
$599K -$24.3K -427 -4%