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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 %
HCM
1026
Hengehold Capital Management
Ohio
$276K +$27.2K +476 +11%
TWA
1027
Talisman Wealth Advisors
New Jersey
$275K +$275K +4,814 New
KeyBank National Association
1028
KeyBank National Association
Ohio
$275K +$62.5K +1,093 +29%
PJSIMP
1029
P.J. Schmidt Investment Management (PJS)
Wisconsin
$274K -$26.5K -463 -9%
SWA
1030
Strategies Wealth Advisors
Michigan
$273K +$1.54K +27 +0.6%
TPW
1031
Talon Private Wealth
Florida
$269K +$6.86K +120 +3%
VC
1032
Veracity Capital
Georgia
$268K +$10.5K +184 +4%
NAS
1033
Nicolet Advisory Services
Wisconsin
$267K +$267K +5,000 New
STA
1034
Smith Thornton Advisors
Alabama
$267K -$22.6K -395 -8%
ACA
1035
Atlas Capital Advisors
Wyoming
$267K +$28.8K +504 +12%
I2I
1036
Insight 2811 Inc
Illinois
$266K
RWM
1037
RBA Wealth Management
California
$265K +$2.17K +38 +0.8%
MWG
1038
Martin Worley Group
Utah
$265K
HI
1039
Hudock Inc
Pennsylvania
$264K -$857 -15 -0.3%
OWA
1040
Outlook Wealth Advisors
Texas
$263K +$20K +350 +8%
SFM
1041
Signet Financial Management
New Jersey
$261K +$261K +4,574 New
VAG
1042
VisionPoint Advisory Group
Texas
$259K -$914 -16 -0.4%
QFW
1043
QTR Family Wealth
Florida
$257K +$257K +4,500 New
SCG
1044
Sonata Capital Group
Washington
$255K +$343 +6 +0.1%
FFM
1045
Forum Financial Management
Illinois
$254K +$25.5K +446 +11%
GCM
1046
Gallacher Capital Management
Colorado
$253K +$1.71K +30 +0.7%
AB
1047
Atlas Brown
Kentucky
$253K -$5.14K -90 -2%
EMAM
1048
Encompass More Asset Management
California
$253K +$914 +16 +0.4%
WG
1049
Welch Group
Alabama
$250K -$174K -3,077 -41%
CA
1050
Carson Advisory
Georgia
$249K +$3.26K +57 +1%