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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 %
JCM
1076
Jacobi Capital Management
Pennsylvania
$223K +$9.83K +172 +5%
JWA
1077
JFS Wealth Advisors
Pennsylvania
$221K -$157K -2,746 -41%
DWT
1078
Dorsey & Whitney Trust
South Dakota
$220K
BWM
1079
BlackDiamond Wealth Management
New York
$218K -$333K -5,980 -60%
RWM
1080
Riverchase Wealth Management
Texas
$218K +$3.6K +63 +2%
ESB
1081
Essex Savings Bank
Connecticut
$218K
ZF
1082
Zhang Financial
Michigan
$218K +$9.94K +174 +5%
SAS
1083
Sage Advisory Services
Texas
$217K +$286 +5 +0.1%
FP
1084
Financial Perspectives
Minnesota
$215K +$2.51K +44 +1%
WAM
1085
Weatherly Asset Management
California
$213K
CT
1086
Colonial Trust
South Carolina
$213K -$269K -4,710 -56%
NF
1087
Nvest Financial
New Hampshire
$212K +$3.77K +66 +2%
SH
1088
SLT Holdings
Arizona
$212K
SAM
1089
Seelaus Asset Management
New Jersey
$211K
C
1090
Certuity
Florida
$211K +$1.2K +21 +0.6%
FCA
1091
FLC Capital Advisors
California
$210K
GWS
1092
Greykasell Wealth Strategies
California
$209K +$209K +3,654 New
JHCP
1093
Jackson Hole Capital Partners
Oklahoma
$208K
HCA
1094
Heck Capital Advisors
Wisconsin
$208K +$29.4K +515 +17%
FAG
1095
Fortitude Advisory Group
Washington
$206K
EWM
1096
Empirical Wealth Management
Washington
$206K -$41.9K -734 -17%
NP
1097
NorthRock Partners
Minnesota
$205K +$127K +2,226 +163%
BWM
1098
Brown Wealth Management
Illinois
$201K -$1.6K -28 -0.8%
3IP
1099
3Chopt Investment Partners
Virginia
$200K +$200K +3,507 New
FGAM
1100
Financial Gravity Asset Management
Texas
$199K +$199K +3,487 New