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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 %
B
1001
Bailard
California
$301K
SIAG
1002
Safeguard Investment Advisory Group
California
$300K +$300K +5,253 New
EFG
1003
Ethos Financial Group
Pennsylvania
$300K
CSPIA
1004
Cary Street Partners Investment Advisory
Virginia
$299K +$299K +5,229 New
MCA
1005
Midwest Capital Advisors
Michigan
$297K
MHWM
1006
Montz Harcus Wealth Management
Louisiana
$296K +$33.4K +584 +13%
PM
1007
Penbrook Management
New York
$294K
PGF
1008
Plan Group Financial
Oklahoma
$294K +$294K +5,141 New
SCA
1009
STALEY CAPITAL ADVISERS
Pennsylvania
$294K -$628 -11 -0.2%
RWB
1010
RMR Wealth Builders
New Jersey
$293K +$18.1K +316 +7%
DFA
1011
Davies Financial Advisors
California
$292K
RAS
1012
RPS Advisory Solutions
Kentucky
$291K +$343 +6 +0.1%
AWM
1013
Able Wealth Management
New Jersey
$289K +$289K +5,066 New
SW
1014
Solidarity Wealth
Utah
$287K
SC
1015
Sepio Capital
Utah
$285K -$610K -10,680 -68%
BAM
1016
BOS Asset Management
Illinois
$285K
CCC
1017
Chelsea Counsel Company
California
$285K
PPWM
1018
Paragon Private Wealth Management
Kentucky
$284K -$136K -2,388 -32%
PMSA
1019
Patrick M. Sweeney & Associates
Illinois
$282K -$77.8K -1,361 -22%
MWA
1020
MN Wealth Advisors
Kansas
$282K +$282K +4,933 New
DCM
1021
Dudley Capital Management
Virginia
$281K +$54.3K +950 +24%
CPA
1022
Clear Point Advisors
New York
$280K -$20.1K -351 -7%
SWRP
1023
Summit Wealth & Retirement Planning
California
$280K +$10.9K +190 +4%
FFG
1024
Fortress Financial Group
Minnesota
$279K +$5.83K +102 +2%
LMKC
1025
L.M. Kohn & Company
Ohio
$277K +$5.94K +104 +2%