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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 %
CAM
826
Concorde Asset Management
Michigan
$652K +$176K +3,208 +37%
SFWC
827
Strategic Family Wealth Counselors
New Jersey
$651K +$113K +1,986 +21%
FMWA
828
Forvis Mazars Wealth Advisors
Missouri
$645K +$645K +11,294 New
DC
829
DeDora Capital
California
$645K +$124K +2,169 +24%
JWBC
830
John W. Brooker & Co
California
$638K +$207K +3,618 +48%
DAS
831
Diversify Advisory Services
Utah
$637K -$433K -7,832 -40%
MAM
832
Morse Asset Management
Connecticut
$630K -$1.94K -34 -0.3%
IIA
833
IPG Investment Advisors
California
$626K -$23.8K -416 -4%
FWM
834
Fortress Wealth Management
California
$626K +$5.31K +93 +0.9%
FG
835
Fiduciary Group
Georgia
$624K +$318K +5,572 +104%
AMM
836
American Money Management
California
$621K -$69K -1,208 -10%
LWM
837
Lakeridge Wealth Management
Ohio
$619K +$170K +2,984 +38%
FFWM
838
Future Financial Wealth Management
Ohio
$616K +$6.51K +114 +1%
CW
839
Code Waechter
Florida
$604K +$604K +10,568 New
JSW
840
Journey Strategic Wealth
New Jersey
$599K +$132K +2,310 +28%
CFA
841
Capstone Financial Advisors
Illinois
$596K -$25.7K -449 -4%
PCA
842
Prosperity Capital Advisors
Ohio
$595K +$36.2K +637 +6%
FVWA
843
Foster Victor Wealth Advisors
South Carolina
$593K -$353K -6,531 -37%
AFA
844
American Financial Advisors
Georgia
$591K -$11.9K -208 -2%
ACA
845
Ascension Capital Advisors
Texas
$590K +$2.06K +36 +0.4%
OCM
846
One Capital Management
California
$589K -$55.8K -977 -9%
AG
847
AlTi Global
New York
$583K -$2.86K -50 -0.5%
BRG
848
Bay Rivers Group
Virginia
$581K +$145K +2,530 +33%
HC
849
Hurley Capital
New York
$579K +$268K +4,699 +86%
ACA
850
American Capital Advisory
Idaho
$578K +$1.26K +22 +0.2%