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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 %
National Bank of Canada
876
National Bank of Canada
Quebec, Canada
$524K +$287K +5,023 +121%
CPP
877
Capasso Planning Partners
South Carolina
$523K +$32.1K +562 +7%
Legacy Financial Group (Iowa)
878
Legacy Financial Group (Iowa)
Iowa
$522K -$30.2K -528 -5%
FPCP
879
Fort Point Capital Partners
California
$521K +$130K +2,273 +33%
AFC
880
AFT Forsyth & Company
Florida
$521K +$29.8K +522 +6%
NCFG
881
New Century Financial Group
New Jersey
$501K -$1.42M -24,876 -74%
FWP
882
Falcon Wealth Planning
California
$500K +$500K +8,754 New
CHJWM
883
Carlton Hofferkamp & Jenks Wealth Management
Texas
$496K -$3.91K -73 -0.8%
VCM
884
Vivaldi Capital Management
Illinois
$496K -$119K -2,083 -19%
FAM
885
Formidable Asset Management
Ohio
$483K +$32.5K +568 +7%
YWS
886
Yarger Wealth Strategies
Ohio
$482K +$482K +8,437 New
SMF
887
Sterling Manor Financial
New York
$481K -$3.49K -61 -0.7%
DWA
888
Delos Wealth Advisors
Texas
$480K +$480K +8,404 New
SFG
889
Shum Financial Group
California
$479K
BFG
890
Berger Financial Group
Minnesota
$478K +$20.3K +356 +4%
PTP
891
Platform Technology Partners
New York
$476K +$152K +2,659 +47%
NWM
892
Napa Wealth Management
California
$463K -$243K -4,251 -34%
MW
893
Marks Wealth
Maryland
$460K +$52.3K +916 +13%
PWAM
894
Private Wealth Asset Management
Iowa
$457K +$457K +8,000 New
AWM
895
Accel Wealth Management
Iowa
$455K -$219K -3,836 -33%
MPWS
896
McCarter Private Wealth Services
Massachusetts
$454K -$6.57K -115 -1%
FCA
897
Fortis Capital Advisors
Kansas
$454K +$63.5K +1,111 +16%
CA
898
CGN Advisors
Kansas
$453K +$145K +2,538 +47%
CCA
899
Corps Capital Advisors
Texas
$453K +$17.1K +300 +4%
LFA
900
Laraway Financial Advisors
Minnesota
$453K +$60K +1,050 +15%