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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 %
SWA
1151
SOA Wealth Advisors
New York
$70.5K +$70.5K +70,522 New
LWMI
1152
Legacy Wealth Management (Idaho)
Idaho
$70.3K -$17.5K -307 -20%
SIC
1153
Salem Investment Counselors
North Carolina
$68.1K +$4.29K +75 +7%
CIA
1154
Cape Investment Advisory
Georgia
$68K +$44.3K +775 +187%
CI
1155
CX Institutional
Indiana
$66K +$66K +1,159 New
GTAM
1156
Global Trust Asset Management
Florida
$65.7K -$74.2K -1,298 -53%
Russell Investments Group
1157
Russell Investments Group
United Kingdom
$64.5K +$43.1K +755 +202%
ARC
1158
Advisor Resource Council
Texas
$60.8K +$60.8K +14,822 New
AW
1159
Avion Wealth
Texas
$59K
HFS
1160
Hantz Financial Services
Michigan
$59K +$57 +1 +0.1%
NSIM
1161
North Star Investment Management
Illinois
$58.2K +$1.03K +18 +2%
TC
1162
Truvestments Capital
Florida
$58.1K +$58.1K +1,016 New
AEPWM
1163
Atlantic Edge Private Wealth Management
Florida
$57.1K
CWM
1164
Centricity Wealth Management
Ohio
$55.7K
PP
1165
Pacifica Partners
Canada
$55.2K
CA
1166
Centerpoint Advisors
Massachusetts
$54K +$5.22K +91 +11%
VWWMG
1167
Vermillion & White Wealth Management Group
Pennsylvania
$52.2K -$3.43K -60 -6%
CSC
1168
Caldwell Sutter Capital
California
$49.5K
VFM
1169
Vision Financial Markets
Connecticut
$47.5K +$47.5K +832 New
PPA
1170
Painted Porch Advisors
California
$47.4K +$16.3K +285 +52%
PCM
1171
Perritt Capital Management
Illinois
$47.3K +$857 +15 +2%
VNA
1172
Valley National Advisers
Pennsylvania
$46K -$2.81K -50 -6%
BLC
1173
Brown, Lisle/Cummings
Rhode Island
$44.9K
FUBT
1174
First United Bank & Trust
Maryland
$44.6K +$44.6K +780 New
FFA
1175
Founders Financial Alliance
North Carolina
$44.5K +$629 +11 +1%