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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 %
FWA
926
FSC Wealth Advisors
New York
$415K -$16.2K -284 -4%
Fisher Asset Management
927
Fisher Asset Management
Washington
$413K +$71.4K +1,249 +21%
MWM
928
Modera Wealth Management
New Jersey
$413K +$413K +7,222 New
SA
929
Strategic Advisors
New York
$411K +$16.9K +296 +4%
EWM
930
EPG Wealth Management
Georgia
$411K -$116K -2,029 -22%
SI
931
SimpliFi Inc
California
$409K +$7.26K +127 +2%
ICM
932
IMS Capital Management
Oregon
$409K +$171 +3 +0%
PW
933
Potentia Wealth
California
$407K -$36.9K -646 -8%
TWP
934
Triad Wealth Partners
Kansas
$407K -$101K -1,759 -20%
KPWG
935
KFA Private Wealth Group
Virginia
$406K +$406K +7,114 New
CCT
936
Capital City Trust
Florida
$406K
OPWM
937
Oregon Pacific Wealth Management
Oregon
$406K +$18.6K +325 +5%
TWM
938
TCFG Wealth Management
California
$404K -$33.9K -594 -8%
APW
939
Atlantic Private Wealth
North Carolina
$402K
TWM
940
Tanglewood Wealth Management
Texas
$402K
AA
941
Armis Advisers
Georgia
$401K -$110K -1,922 -21%
PG
942
Prostatis Group
Maryland
$401K -$23.3K -407 -5%
MFP
943
Meridian Financial Partners
Virginia
$400K +$400K +6,998 New
OAS
944
Optivise Advisory Services
Tennessee
$396K -$169K -2,951 -30%
ML
945
McAdam LLC
Pennsylvania
$395K -$27.1K -475 -6%
RWP
946
Reliant Wealth Planning
Kentucky
$395K +$125K +2,194 +47%
WCM
947
Wealthcare Capital Management
Virginia
$393K -$31.4K -549 -7%
SIC
948
Samalin Investment Counsel
New York
$389K -$123K -2,156 -24%
BBA
949
BLB&B Advisors
Pennsylvania
$389K -$18.7K -327 -5%
EFG
950
Embree Financial Group
Illinois
$384K +$15.9K +278 +4%