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JPMorgan Equity Premium Income ETF

1,256 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, 646 increasing their positions, 406 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
+12
Holders Change %
+0.96%
% 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
646
Reduced
406
Closed
77
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
101
Kingsview Wealth Management
Oregon
$20.3M +$3.12M +54,823 +18%
BFA
102
Beacon Financial Advisory
Ohio
$19.8M +$761K +13,386 +4%
TFS
103
Thoroughbred Financial Services
Tennessee
$19.2M -$2.28M -40,025 -11%
FIA
104
Foundations Investment Advisors
Arizona
$19.1M +$2.6M +45,803 +16%
GWMIA
105
Global Wealth Management Investment Advisory
Florida
$18.9M +$414K +7,275 +2%
RIL
106
Rothschild Investment LLC
Illinois
$18.8M -$205K -3,601 -1%
SCM
107
Steele Capital Management
Iowa
$18.8M -$2.25M -39,604 -11%
CAM
108
Cresset Asset Management
Illinois
$18.5M +$2.25M +39,511 +14%
MOS
109
MGO One Seven
Ohio
$18.4M +$853K +15,007 +5%
Citigroup
110
Citigroup
New York
$18.2M -$1.17M -20,582 -6%
IHWM
111
Iron Horse Wealth Management
Iowa
$17.8M +$682K +11,991 +4%
GVAG
112
Great Valley Advisor Group
Delaware
$17.5M +$9.53M +167,697 +119%
MS
113
Madden Securities
Texas
$17.5M +$194K +3,410 +1%
AP
114
Americana Partners
Texas
$17.3M +$17.3M +304,894 New
CFP
115
Curran Financial Partners
South Carolina
$17.2M +$1.53M +26,976 +10%
CPIG
116
Chicago Partners Investment Group
Illinois
$16.9M +$1.89M +33,034 +13%
TWM
117
Tradition Wealth Management
Minnesota
$16.9M -$632K -11,117 -4%
SCA
118
St. Clair Advisors
Ohio
$16.9M +$645K +11,350 +4%
MBTD
119
Mechanics Bank - Trust Department
California
$16.9M -$1.97M -34,728 -10%
AMG
120
Advisors Management Group
Wisconsin
$16.9M +$1.73M +30,473 +11%
PA
121
PFG Advisors
Arizona
$16.6M +$1.08M +18,934 +7%
IAS
122
Investment Advisory Services
Texas
$16.6M +$834K +14,664 +5%
FA
123
Fagan Associates
New York
$16.5M +$409K +7,189 +3%
Lido Advisors
124
Lido Advisors
California
$16.4M +$13.8M +242,589 +527%
ASN
125
Advisory Services Network
Georgia
$16.4M +$308K +5,450 +2%