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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 %
AA
851
Argent Advisors
Louisiana
$573K
HZ
852
Hixon Zuercher
Ohio
$572K +$73.7K +1,290 +15%
TC
853
Trust Company
Kansas
$572K +$44.2K +774 +8%
QWM
854
Quadcap Wealth Management
Texas
$570K -$112K -1,967 -16%
MA
855
MONECO Advisors
Connecticut
$568K +$39K +683 +7%
MWM
856
Mattern Wealth Management
Kansas
$566K +$13.3K +232 +2%
NW
857
Naviter Wealth
Arkansas
$564K -$4.59K -81 -0.8%
SNBOSCI
858
Security National Bank of Sioux City Iowa
Iowa
$563K +$563K +9,845 New
S
859
SignatureFD
Georgia
$560K +$68.6K +1,200 +14%
KFI
860
Key Financial Inc
Pennsylvania
$560K
CCA
861
Coign Capital Advisors
Utah
$559K -$169K -2,962 -23%
FFG
862
Fiduciary Financial Group
California
$559K +$353K +6,595 +171%
WLPWM
863
Walled Lake Planning & Wealth Management
Illinois
$553K -$4.91K -86 -0.9%
FT
864
Fiduciary Trust
Massachusetts
$548K -$111K -1,942 -17%
TW
865
Transform Wealth
Colorado
$548K -$988K -17,293 -64%
IAA
866
Independence Asset Advisors
Pennsylvania
$545K +$545K +9,568 New
MAWA
867
Moss Adams Wealth Advisors
Washington
$538K -$51.9K -908 -9%
FA
868
Fortis Advisors
Pennsylvania
$537K -$37.3K -652 -6%
BAM
869
BTS Asset Management
Massachusetts
$536K -$59.7K -1,045 -10%
EWM
870
Evercore Wealth Management
New York
$533K
CIA
871
Choate Investment Advisors
Massachusetts
$531K +$327K +5,718 +160%
CFP
872
Cascade Financial Partners
California
$529K +$57 +1 +0%
LSA
873
Lion Street Advisors
Texas
$529K -$38K -665 -7%
CLA
874
Carnegie Lake Advisors
New Jersey
$527K -$99.2K -1,735 -16%
SEA
875
Stegent Equity Advisors
Texas
$525K -$1.39M -24,313 -73%