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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 %
MW
901
MBL Wealth
North Carolina
$452K +$133K +2,335 +42%
MA
902
Montag & Associates
Georgia
$452K -$201K -3,525 -31%
FPL
903
Fortress Private Ledger
North Carolina
$451K -$21.5K -376 -5%
AI
904
Accredited Investors
Minnesota
$451K +$31.5K +552 +8%
CWA
905
Consilium Wealth Advisory
Texas
$450K
RWM
906
Ritholtz Wealth Management
New York
$447K +$11K +192 +3%
SL
907
Sentinus LLC
Illinois
$444K -$7.37K -129 -2%
LI
908
LVZ Inc
Michigan
$440K +$12.1K +211 +3%
CA
909
CoreCap Advisors
Michigan
$438K +$41.7K +730 +11%
CB
910
Commerce Bank
Missouri
$438K -$8.34K -146 -2%
CAG
911
Csenge Advisory Group
Florida
$437K +$108 +2 +0%
RFA
912
Rollins Financial Advisors
New York
$432K -$14.2K -248 -3%
SEP
913
Southland Equity Partners
Missouri
$432K +$1.49K +26 +0.3%
PFA
914
Pinnacle Family Advisors
Missouri
$431K -$19.7K -344 -4%
CS
915
Cannell & Spears
New York
$429K
JWWM
916
Johnson & White Wealth Management
Pennsylvania
$428K +$67K +1,174 +19%
CT
917
Clearstead Trust
Maine
$428K
CAP
918
Columbia Advisory Partners
Washington
$423K +$51.5K +902 +14%
WP
919
WealthPLAN Partners
Nebraska
$422K +$128K +2,242 +44%
CPIA
920
Cornell Pochily Investment Advisors
New York
$421K +$204K +3,565 +94%
EWM
921
Elevatus Welath Management
New York
$421K +$421K +7,364 New
SYBT
922
Stock Yards Bank & Trust
Kentucky
$421K +$38.6K +675 +10%
WB
923
WesBanco Bank
West Virginia
$420K +$51.4K +900 +14%
BJL
924
Brighton Jones LLC
Washington
$416K +$16.1K +281 +4%
WANY
925
Wealthspire Advisors (New York)
New York
$416K -$5.71K -100 -1%