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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 %
SWA
1026
Strategies Wealth Advisors
Michigan
$279K +$6.99K +123 +3%
HI
1027
Hudock Inc
Pennsylvania
$278K +$15.7K +276 +6%
MF
1028
Meridian Financial
Massachusetts
$277K +$277K +4,880 New
DCM
1029
Dudley Capital Management
Virginia
$277K -$2.84K -50 -1%
AFAS
1030
Acorn Financial Advisory Services
Virginia
$277K +$35.2K +619 +15%
MSAM
1031
Moloney Securities Asset Management
Missouri
$276K +$276K +4,857 New
TPW
1032
Talon Private Wealth
Florida
$274K +$6.54K +115 +2%
MWM
1033
MFG Wealth Management
Indiana
$274K -$64.5K -1,134 -19%
SWRP
1034
Summit Wealth & Retirement Planning
California
$273K -$5.12K -90 -2%
KP
1035
Keel Point
Alabama
$271K +$271K +4,769 New
Fisher Asset Management
1036
Fisher Asset Management
Washington
$269K -$142K -2,497 -35%
ACA
1037
Atlas Capital Advisors
Wyoming
$266K +$284 +5 +0.1%
FFM
1038
Forum Financial Management
Illinois
$265K +$12K +211 +5%
MWG
1039
Martin Worley Group
Utah
$264K
CWM
1040
Collaborative Wealth Management
Florida
$263K +$263K +4,633 New
I2I
1041
Insight 2811 Inc
Illinois
$262K -$2.84K -50 -1%
OWA
1042
Outlook Wealth Advisors
Texas
$262K
NIWA
1043
New Insight Wealth Advisors
California
$260K +$260K +4,567 New
KWM
1044
Koa Wealth Management
California
$259K +$14.2K +249 +6%
QP
1045
Quartz Partners
New York
$258K +$258K +4,540 New
QFW
1046
QTR Family Wealth
Florida
$256K
VAG
1047
VisionPoint Advisory Group
Texas
$255K -$2.27K -40 -0.9%
AB
1048
Atlas Brown
Kentucky
$255K +$2.79K +49 +1%
GCM
1049
Gallacher Capital Management
Colorado
$255K +$2.45K +43 +1%
SCG
1050
Sonata Capital Group
Washington
$254K +$398 +7 +0.2%