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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 %
TCWM
1101
Total Clarity Wealth Management
Illinois
$208K -$837K -14,720 -80%
RWP
1102
Ridgecrest Wealth Partners
California
$208K +$208K +3,650 New
HCA
1103
Heck Capital Advisors
Wisconsin
$207K +$910 +16 +0.4%
KCFA
1104
Key Client Fiduciary Advisors
New Jersey
$206K +$206K +3,628 New
FF
1105
Friday Financial
Iowa
$206K +$206K +3,620 New
WWG
1106
West Wealth Group
California
$204K -$166K -2,971 -45%
3IP
1107
3Chopt Investment Partners
Virginia
$204K +$4.38K +77 +2%
NW
1108
Naviter Wealth
Arkansas
$204K -$362K -6,364 -64%
OAS
1109
Optivise Advisory Services
Tennessee
$202K -$192K -3,373 -49%
CHAM
1110
Clear Harbor Asset Management
Connecticut
$202K +$202K +3,555 New
BL
1111
BFSG LLC
California
$201K +$5.12K +90 +3%
FCP
1112
Fidelis Capital Partners
Florida
$201K +$201K +3,584 New
FGC
1113
Financial Gravity Companies
Texas
$199K +$199K +3,502 New
RBC
1114
Roble Belko & Company
Pennsylvania
$199K +$26.8K +472 +16%
PTC
1115
Private Trust Company
Ohio
$195K
FP
1116
Financial Perspectives
Minnesota
$190K -$24.1K -424 -11%
BBPWM
1117
Blue Bell Private Wealth Management
Pennsylvania
$188K +$24K +423 +15%
HBW
1118
Hazlett, Burt & Watson
West Virginia
$186K -$148K -2,613 -44%
NP
1119
NorthRock Partners
Minnesota
$175K -$29.5K -519 -14%
CFD
1120
Creative Financial Designs
Indiana
$173K +$4.32K +76 +3%
TPCW
1121
TD Private Client Wealth
New York
$169K +$73.1K +1,286 +76%
ST
1122
Smithfield Trust
Pennsylvania
$160K
PB
1123
Pinnacle Bancorp
Nebraska
$159K
SSA
1124
SSA Swiss Advisors
$152K +$152K +2,659 New
BHWM
1125
Beaird Harris Wealth Management
Texas
$147K