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JPMorgan Equity Premium Income ETF

1,257 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, 647 increasing their positions, 406 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+14
Holders Change %
+1.13%
% 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
647
Reduced
406
Closed
76
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
FFG
1001
Fortress Financial Group
Minnesota
$307K +$29.4K +517 +11%
PNC
1002
Park National Corp
Ohio
$305K +$305K +5,367 New
CIC
1003
Chilton Investment Company
Connecticut
$302K
AWM
1004
Able Wealth Management
New Jersey
$301K +$13.3K +234 +5%
B
1005
Bailard
California
$299K
CMMS
1006
Comprehensive Money Management Services
Florida
$298K +$298K +5,240 New
CSPIA
1007
Cary Street Partners Investment Advisory
Virginia
$297K
SCA
1008
STALEY CAPITAL ADVISERS
Pennsylvania
$297K +$4.61K +81 +2%
MCA
1009
Midwest Capital Advisors
Michigan
$296K
RDWM
1010
Red Door Wealth Management
Tennessee
$294K +$294K +5,175 New
NAS
1011
Nicolet Advisory Services
Wisconsin
$294K +$16.1K +290 +6%
CA
1012
Carson Advisory
Georgia
$294K +$45.6K +802 +18%
GFPC
1013
Global Financial Private Client
Florida
$292K +$292K +5,128 New
MCFP
1014
Mallini Complete Financial Planning
Florida
$291K -$303K
DFA
1015
Davies Financial Advisors
California
$290K
OWM
1016
Orgel Wealth Management
Wisconsin
$289K +$289K +5,080 New
BAM
1017
BOS Asset Management
Illinois
$286K +$3.01K +53 +1%
HCM
1018
Hengehold Capital Management
Ohio
$286K +$11.5K +203 +4%
CMS
1019
Capital Market Strategies
Florida
$286K -$18.5K -326 -6%
SW
1020
Solidarity Wealth
Utah
$285K
CPA
1021
Clear Point Advisors
New York
$285K +$6.25K +110 +2%
JLBC
1022
J.L. Bainbridge & Co
Florida
$284K -$18.5K -326 -6%
CCC
1023
Chelsea Counsel Company
California
$283K
VFA
1024
Valeo Financial Advisors
Indiana
$282K +$51.6K +907 +22%
RAS
1025
RPS Advisory Solutions
Kentucky
$281K -$8.24K -145 -3%