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JPMorgan Equity Premium Income ETF

1,245 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 104 funds opening new positions, 693 increasing their positions, 335 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,245
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
155
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$19.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
1001
Vontobel Holding
Switzerland
$301K
B
1002
Bailard
California
$301K
SIAG
1003
Safeguard Investment Advisory Group
California
$300K
EFG
1004
Ethos Financial Group
Pennsylvania
$300K
CSPIA
1005
Cary Street Partners Investment Advisory
Virginia
$299K
MCA
1006
Midwest Capital Advisors
Michigan
$297K
MHWM
1007
Montz Harcus Wealth Management
Louisiana
$296K
PM
1008
Penbrook Management
New York
$294K
PGF
1009
Plan Group Financial
Oklahoma
$294K
SCA
1010
STALEY CAPITAL ADVISERS
Pennsylvania
$294K
RWB
1011
RMR Wealth Builders
New Jersey
$293K
DFA
1012
Davies Financial Advisors
California
$292K
RAS
1013
RPS Advisory Solutions
Kentucky
$291K
AWM
1014
Able Wealth Management
New Jersey
$289K
SW
1015
Solidarity Wealth
Utah
$287K
SC
1016
Sepio Capital
Utah
$285K
BAM
1017
BOS Asset Management
Illinois
$285K
CCC
1018
Chelsea Counsel Company
California
$285K
PPWM
1019
Paragon Private Wealth Management
Kentucky
$284K
PMSA
1020
Patrick M. Sweeney & Associates
Illinois
$282K
MWA
1021
MN Wealth Advisors
Kansas
$282K
DCM
1022
Dudley Capital Management
Virginia
$281K
CPA
1023
Clear Point Advisors
New York
$280K
SWRP
1024
Summit Wealth & Retirement Planning
California
$280K
FFG
1025
Fortress Financial Group
Minnesota
$279K