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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 %
First Trust Advisors
876
First Trust Advisors
Illinois
$529K +$529K +9,308 New
CCA
877
Coign Capital Advisors
Utah
$528K -$28.6K -503 -5%
CFP
878
Cascade Financial Partners
California
$527K +$114 +2 +0%
MWM
879
Modera Wealth Management
New Jersey
$525K +$115K +2,019 +28%
HIS
880
Harvest Investment Services
Illinois
$515K +$292K +5,141 +131%
CHJWM
881
Carlton Hofferkamp & Jenks Wealth Management
Texas
$509K -$16.9K -297 -3%
HC
882
Hurley Capital
New York
$507K -$69.2K -1,218 -12%
RCG
883
Regatta Capital Group
California
$505K +$505K +8,891 New
AFA
884
American Financial Advisors
Georgia
$505K -$82.8K -1,457 -14%
HFRG
885
Houlihan Financial Resource Group
Virginia
$503K +$503K +8,900 New
SMF
886
Sterling Manor Financial
New York
$502K +$23.3K +409 +5%
LI
887
LVZ Inc
Michigan
$497K +$59.1K +1,040 +13%
CT
888
Colonial Trust
South Carolina
$497K +$285K +5,017 +135%
SA
889
Sincerus Advisory
New York
$492K +$115K +2,014 +31%
VCM
890
Vivaldi Capital Management
Illinois
$491K -$1.54K -27 -0.3%
NB
891
NBT Bank
New York
$491K +$128K +2,245 +35%
BPWM
892
Badgley Phelps Wealth Managers
Washington
$491K -$25.7M -451,696 -98%
WCM
893
Wealthcare Capital Management
Virginia
$488K +$96.8K +1,702 +25%
AFG
894
Atomi Financial Group
New York
$487K -$606K -10,656 -55%
CWA
895
Canvas Wealth Advisors
Kansas
$484K +$80.9K +1,415 +20%
FAM
896
Formidable Asset Management
Ohio
$483K
AF
897
Apollon Financial
South Carolina
$482K +$171K +3,010 +55%
NA
898
Nautilus Advisors
California
$482K -$503K -8,843 -51%
MAWA
899
Moss Adams Wealth Advisors
Washington
$478K -$57.3K -1,008 -11%
RWM
900
Riverchase Wealth Management
Texas
$476K +$260K +4,566 +120%