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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 %
NRG
1201
Nemes Rush Group
Michigan
$20.5K
OA
1202
Operose Advisors
Wisconsin
$20.2K +$20.2K +354 New
RMC
1203
Resources Management Corp
Connecticut
$20K
CWM
1204
Consultiva Wealth Management
Puerto Rico
$20K +$20K +350 New
DWM
1205
Dogwood Wealth Management
Kansas
$17.4K +$286 +5 +2%
AF
1206
Atala Financial
California
$17.1K
NC
1207
NewSquare Capital
Pennsylvania
$17.1K +$17.1K +300 New
DFA
1208
DHJJ Financial Advisors
Illinois
$16K -$1.2K -21 -7%
MSFP
1209
Mark Sheptoff Financial Planning
Connecticut
$16K
RPCA
1210
Running Point Capital Advisors
California
$15.8K
CWC
1211
Carolinas Wealth Consulting
North Carolina
$15.5K
RMP
1212
Richards, Merrill & Peterson
Washington
$14.3K
GJIA
1213
Glass Jacobson Investment Advisors
Maryland
$13.5K
VWA
1214
VSM Wealth Advisory
Maryland
$13.3K +$743 +13 +6%
SIS
1215
Strategic Investment Solutions
Illinois
$12.4K +$10.2K +179 +471%
GGI
1216
Godsey & Gibb Inc
Virginia
$11.5K -$64.5K -1,128 -85%
SFC
1217
SYM Financial Corp
Indiana
$11.4K
HT
1218
Headlands Technologies
Illinois
$10.4K -$7.89K -138 -43%
RAM
1219
Riggs Asset Management
Pennsylvania
$9.94K +$9.94K +174 New
PWA
1220
Principia Wealth Advisory
Texas
$9.92K
PWA
1221
Physician Wealth Advisors
Utah
$9.89K
SRCM
1222
Signature Resources Capital Management
California
$8.57K
BBHC
1223
Brown Brothers Harriman & Co
New York
$8.4K
FCT
1224
First Community Trust
Iowa
$8.34K
Fidelity Investments
1225
Fidelity Investments
Massachusetts
$6.27K -$741 -13 -11%