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JPMorgan Equity Premium Income ETF

1,257 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, 647 increasing their positions, 406 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+14
Holders Change %
+1.13%
% 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
647
Reduced
406
Closed
76
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
WFS
1101
Walker Financial Services
Kentucky
$209K +$209K +3,676 New
TCWM
1102
Total Clarity Wealth Management
Illinois
$208K -$837K -14,720 -80%
RWP
1103
Ridgecrest Wealth Partners
California
$208K +$208K +3,650 New
HCA
1104
Heck Capital Advisors
Wisconsin
$207K +$910 +16 +0.4%
KCFA
1105
Key Client Fiduciary Advisors
New Jersey
$206K +$206K +3,628 New
FF
1106
Friday Financial
Iowa
$206K +$206K +3,620 New
WWG
1107
West Wealth Group
California
$204K -$166K -2,971 -45%
3IP
1108
3Chopt Investment Partners
Virginia
$204K +$4.38K +77 +2%
NW
1109
Naviter Wealth
Arkansas
$204K -$362K -6,364 -64%
OAS
1110
Optivise Advisory Services
Tennessee
$202K -$192K -3,373 -49%
CHAM
1111
Clear Harbor Asset Management
Connecticut
$202K +$202K +3,555 New
BL
1112
BFSG LLC
California
$201K +$5.12K +90 +3%
FCP
1113
Fidelis Capital Partners
Florida
$201K +$201K +3,584 New
FGC
1114
Financial Gravity Companies
Texas
$199K +$199K +3,502 New
RBC
1115
Roble Belko & Company
Pennsylvania
$199K +$26.8K +472 +16%
PTC
1116
Private Trust Company
Ohio
$195K
FP
1117
Financial Perspectives
Minnesota
$190K -$24.1K -424 -11%
BBPWM
1118
Blue Bell Private Wealth Management
Pennsylvania
$188K +$24K +423 +15%
HBW
1119
Hazlett, Burt & Watson
West Virginia
$186K -$148K -2,613 -44%
NP
1120
NorthRock Partners
Minnesota
$175K -$29.5K -519 -14%
CFD
1121
Creative Financial Designs
Indiana
$173K +$4.32K +76 +3%
TPCW
1122
TD Private Client Wealth
New York
$169K +$73.1K +1,286 +76%
ST
1123
Smithfield Trust
Pennsylvania
$160K
PB
1124
Pinnacle Bancorp
Nebraska
$159K
SSA
1125
SSA Swiss Advisors
$152K +$152K +2,659 New