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JPMorgan Equity Premium Income ETF

1,256 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, 646 increasing their positions, 406 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
+12
Holders Change %
+0.96%
% 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
646
Reduced
406
Closed
77
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
DIA
976
Dana Investment Advisors
Wisconsin
$338K +$8.53K +150 +3%
WFG
977
Wills Financial Group
Virginia
$336K -$29.6K -521 -8%
CFS
978
CRA Financial Services
New Jersey
$336K +$11.4K +200 +4%
MGIA
979
Moneta Group Investment Advisors
Missouri
$333K +$18.8K +331 +6%
JBA
980
Johnson Bixby & Associates
Washington
$332K -$19.6K -344 -6%
Legacy Financial Group (Iowa)
981
Legacy Financial Group (Iowa)
Iowa
$330K -$189K -3,333 -36%
WIC
982
Woodmont Investment Counsel
Tennessee
$327K +$5.69K +100 +2%
VWM
983
Venturi Wealth Management
Texas
$327K -$1.02M -17,887 -76%
CB
984
Chris Bulman
California
$325K +$325K +5,718 New
HT
985
Headlands Technologies
Illinois
$323K +$313K +5,506 +3,025%
CWA
986
Crux Wealth Advisors
California
$320K +$5.91K +104 +2%
PMSA
987
Patrick M. Sweeney & Associates
Illinois
$320K +$39.3K +690 +14%
CS
988
Cannell & Spears
New York
$318K -$108K -1,900 -25%
WAS
989
Winch Advisory Services
Wisconsin
$318K -$625 -11 -0.2%
QFA
990
Quattro Financial Advisors
Texas
$318K +$318K +5,598 New
Vontobel Holding
991
Vontobel Holding
Switzerland
$314K +$15.2K +267 +5%
EWM
992
EPG Wealth Management
Georgia
$314K -$94.3K -1,659 -23%
WMP
993
Wealth Management Partners
Arizona
$312K +$1.13K +20 +0.4%
LMKC
994
L.M. Kohn & Company
Ohio
$312K +$35.9K +632 +13%
LPAM
995
Lodestar Private Asset Management
California
$312K
SC
996
Sepio Capital
Utah
$309K +$24.7K +434 +9%
AG
997
AlTi Global
New York
$309K -$271K -4,768 -47%
KCIC
998
Kuhn & Co Investment Counsel
Illinois
$307K
CCG
999
Cypress Capital Group
Florida
$307K +$307K +5,400 New
FFG
1000
Fortress Financial Group
Minnesota
$307K +$29.4K +517 +11%