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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 %
OIA
1151
Optimum Investment Advisors
Illinois
$90.6K
RWM
1152
Rialto Wealth Management
New York
$90.3K
MA
1153
Montag & Associates
Georgia
$88.1K -$362K -6,363 -80%
CTA
1154
Colonial Trust Advisors
South Carolina
$87.1K +$1.48K +26 +2%
HWP
1155
Highline Wealth Partners
California
$86.3K +$10.2K +180 +13%
EC
1156
Elequin Capital
New York
$80.6K +$80.6K +1,418 New
DF
1157
Dunhill Financial
United Kingdom
$79K -$26.9K -473 -25%
VNA
1158
Valley National Advisers
Pennsylvania
$74K +$28.1K +500 +61%
SIC
1159
Salem Investment Counselors
North Carolina
$73.5K +$5.69K +100 +8%
BWL
1160
Bogart Wealth LLC
Virginia
$66.7K -$7.96K -140 -11%
CI
1161
CX Institutional
Indiana
$66K
JFGIW
1162
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62.8K +$62.8K +1,105 New
RMP
1163
Richards, Merrill & Peterson
Washington
$62.5K +$48.3K +850 +340%
LWMI
1164
Legacy Wealth Management (Idaho)
Idaho
$61.9K -$8.13K -143 -12%
LIS
1165
Legacy Investment Solutions
Idaho
$61.9K +$61.9K +1,088 New
NSIM
1166
North Star Investment Management
Illinois
$59.4K +$1.48K +26 +3%
AW
1167
Avion Wealth
Texas
$58K
FFWM
1168
Future Financial Wealth Management
Ohio
$56.9K -$556K -9,773 -91%
CTC
1169
Cetera Trust Company
Minnesota
$56.9K +$56.9K +1,000 New
PP
1170
Pacifica Partners
Canada
$56.7K
TC
1171
Truvestments Capital
Florida
$56.6K -$1.19K -21 -2%
CSC
1172
Caldwell Sutter Capital
California
$56.5K +$7.16K +126 +15%
CWM
1173
Centricity Wealth Management
Ohio
$55.4K
CA
1174
Centerpoint Advisors
Massachusetts
$55K +$1.37K +24 +3%
TCOV
1175
Trust Company of Vermont
Vermont
$53.4K -$54.6K -960 -51%