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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 %
SHIM
1301
Stone House Investment Management
Pennsylvania
-$245K -4,294 Closed
BWM
1302
BlackDiamond Wealth Management
New York
-$218K -3,915 Closed
JCM
1303
Jacobi Capital Management
Pennsylvania
-$223K -3,907 Closed
FAG
1304
Fortitude Advisory Group
Washington
-$206K -3,851 Closed
ZF
1305
Zhang Financial
Michigan
-$218K -3,807 Closed
FCA
1306
FLC Capital Advisors
California
-$210K -3,672 Closed
EWM
1307
Empirical Wealth Management
Washington
-$206K -3,612 Closed
BWM
1308
Brown Wealth Management
Illinois
-$201K -3,522 Closed
WW
1309
Winnow Wealth
Texas
-$122K -2,137 Closed
GA
1310
GoalVest Advisory
New York
-$114K -2,000 Closed
SW
1311
SVB Wealth
Massachusetts
-$105K -1,834 Closed
HFS
1312
Hughes Financial Services
Virginia
-$86.8K -1,529 Closed
QCG
1313
Quadrant Capital Group
Ohio
-$85.7K -1,500 Closed
FPF
1314
First Pacific Financial
Washington
-$82.4K -1,442 Closed
OP
1315
ORG Partners
Indiana
-$80K -1,410 Closed
LAMC
1316
Longview Asset Management (California)
California
-$80.3K -1,406 Closed
WT
1317
Washington Trust
Rhode Island
-$72.6K -1,270 Closed
AEPWM
1318
Atlantic Edge Private Wealth Management
Florida
-$57.1K -1,000 Closed
FUBT
1319
First United Bank & Trust
Maryland
-$44.6K -780 Closed
PA
1320
PSI Advisors
Florida
-$39.1K -685 Closed
GWSA
1321
Global Wealth Strategies & Associates
Colorado
-$36.1K -632 Closed
MSWM
1322
Mowery & Schoenfeld Wealth Management
Illinois
-$29.2K -511 Closed
MG
1323
Mather Group
Illinois
-$25.3K -444 Closed
AF
1324
Atala Financial
California
-$17.1K -300 Closed
NC
1325
NewSquare Capital
Pennsylvania
-$17.1K -300 Closed