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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 %
EW
1051
Element Wealth
Mississippi
$249K +$4.92K +86 +2%
FBT
1052
First Bankers Trust
Kentucky
$249K +$20K +350 +9%
M&T Bank
1053
M&T Bank
New York
$248K +$248K +4,332 New
KWM
1054
Koa Wealth Management
California
$246K -$26.2K -459 -10%
SHIM
1055
Stone House Investment Management
Pennsylvania
$245K +$245K +4,294 New
QCIG
1056
Quad-Cities Investment Group
Iowa
$244K -$13.9K -243 -5%
PP
1057
Patron Partners
Texas
$244K +$38.6K +676 +19%
NF
1058
NavPoint Financial
Minnesota
$243K +$243K +4,245 New
AFAS
1059
Acorn Financial Advisory Services
Virginia
$243K +$243K +4,245 New
TNBTD
1060
Trustmark National Bank Trust Department
Mississippi
$242K +$25.8K +451 +12%
LWMNY
1061
Landmark Wealth Management (New York)
New York
$242K +$23K +402 +10%
SPA
1062
Sentinel Pension Advisors
Massachusetts
$237K +$3.26K +57 +1%
MWM
1063
MGB Wealth Management
Texas
$237K
SBIA
1064
Sheaff Brock Investment Advisors
Indiana
$235K +$235K +4,119 New
GEA
1065
Glen Eagle Advisors
New Jersey
$234K +$70.9K +1,240 +43%
CJ
1066
Caitlin John
Michigan
$234K +$83.3K +1,457 +55%
FFG
1067
Fortem Financial Group
California
$233K
SIA
1068
Soltis Investment Advisors
Utah
$233K +$233K +4,079 New
VFA
1069
Valeo Financial Advisors
Indiana
$232K +$5.71K +100 +3%
OSAM
1070
O'Shaughnessy Asset Management
Connecticut
$228K +$31.2K +546 +16%
GLR
1071
Great Lakes Retirement
Ohio
$226K
AWS
1072
Aspen Wealth Strategies
Colorado
$226K -$182K -3,182 -45%
SAM
1073
SP Asset Management
California
$225K +$13.9K +243 +7%
HIS
1074
Harvest Investment Services
Illinois
$224K -$202K -3,536 -47%
EWA
1075
Exencial Wealth Advisors
Oklahoma
$223K