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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 %
BL
1101
BFSG LLC
California
$197K +$857 +15 +0.4%
PTC
1102
Private Trust Company
Ohio
$196K -$39.7K -695 -17%
RBC
1103
Roble Belko & Company
Pennsylvania
$173K +$129K +2,264 +297%
CFD
1104
Creative Financial Designs
Indiana
$170K -$3.03K -53 -2%
FDCDDQ
1105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$168K +$157K +2,750 +1,375%
SC
1106
SouthState Corp
Florida
$167K +$167K +2,925 New
BBPWM
1107
Blue Bell Private Wealth Management
Pennsylvania
$164K
ST
1108
Smithfield Trust
Pennsylvania
$161K
PB
1109
Pinnacle Bancorp
Nebraska
$160K
SMA
1110
Sage Mountain Advisors
Georgia
$156K
APCM
1111
Alaska Permanent Capital Management
Alaska
$154K
BHWM
1112
Beaird Harris Wealth Management
Texas
$148K
WSC
1113
Wellington Shields & Co
New York
$143K
ACM
1114
Anfield Capital Management
California
$133K
LC
1115
Luminist Capital
Michigan
$129K +$2.33K +41 +2%
CMA
1116
Cedar Mountain Advisors
Oregon
$129K +$129K +2,251 New
WW
1117
Winnow Wealth
Texas
$122K -$1.32M -23,039 -92%
WIM
1118
Westside Investment Management
California
$120K +$17.1K +300 +17%
HCM
1119
Hollencrest Capital Management
California
$118K +$48.3K +845 +70%
FHA
1120
First Horizon Advisors
Tennessee
$116K -$224K -3,923 -66%
Qube Research & Technologies (QRT)
1121
Qube Research & Technologies (QRT)
United Kingdom
$116K -$424K -7,427 -79%
OWA
1122
Opal Wealth Advisors
New York
$116K +$116K +2,024 New
GA
1123
GoalVest Advisory
New York
$114K
CCM
1124
Chilton Capital Management
Texas
$114K +$114K +2,000 New
BCMLT
1125
Beacon Capital Management LLC (Tennessee)
Tennessee
$113K +$9.89K +173 +10%