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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 %
LBC
951
Leigh Baldwin & Co
New York
$384K -$11.5K -201 -3%
SAF
952
Smith Anglin Financial
Texas
$382K -$846K -14,799 -69%
WFPG
953
Waller Financial Planning Group
Ohio
$381K +$48.6K +851 +15%
CWA
954
Canvas Wealth Advisors
Kansas
$380K -$29.3K -544 -7%
SP
955
Stablepoint Partners
Massachusetts
$380K -$7.54K -132 -2%
PPC
956
Park Place Capital
Alabama
$376K
SA
957
Sincerus Advisory
New York
$376K +$6.17K +108 +2%
WWG
958
West Wealth Group
California
$376K +$37.6K +663 +11%
AWP
959
Axis Wealth Partners
Rhode Island
$375K +$44.1K +771 +13%
OPCM
960
Osborne Partners Capital Management
California
$375K
EWM
961
Endowment Wealth Management
Wisconsin
$372K +$19.9K +349 +6%
WFG
962
Wills Financial Group
Virginia
$367K +$17.1K +300 +5%
TC
963
TAGStone Capital
North Carolina
$367K +$6.51K +114 +2%
NB
964
NBT Bank
New York
$365K +$67.9K +1,188 +23%
LA
965
Lane & Associates
New Jersey
$364K +$12.2K +213 +3%
1WM
966
1900 Wealth Management
Texas
$362K -$20.2K -354 -5%
AW
967
Alteri Wealth
California
$354K +$26.8K +469 +8%
JBA
968
Johnson Bixby & Associates
Washington
$354K -$71.7K -1,254 -17%
PAM
969
PVG Asset Management
Colorado
$352K +$352K +6,160 New
HSWM
970
Hubbell Strickland Wealth Management
Louisiana
$350K +$4.11K +72 +1%
TF
971
Tompkins Financial
New York
$348K
RIA
972
Realta Investment Advisors
Delaware
$345K +$85.7K +1,499 +33%
CFP
973
Comprehensive Financial Planning
Pennsylvania
$343K -$297K -5,192 -46%
FNBT
974
FineMark National Bank & Trust
Florida
$342K
MWM
975
MFG Wealth Management
Indiana
$340K +$22.3K +390 +7%