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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 %
ASN
126
Advisory Services Network
Georgia
$16.3M +$2.42M +42,365 +17%
FA
127
Fagan Associates
New York
$16.2M +$767K +13,427 +5%
EA
128
Ergawealth Advisors
Illinois
$16.2M -$844K -14,763 -5%
BDWCC
129
B&D White Capital Company
Texas
$15.9M +$15.9M +278,502 New
IAS
130
Investment Advisory Services
Texas
$15.8M +$154K +2,698 +1%
CFP
131
Curran Financial Partners
South Carolina
$15.7M +$1.71M +29,886 +12%
PA
132
PFG Advisors
Arizona
$15.6M +$1.26M +22,028 +9%
WAOI
133
Wealth Advisors of Iowa
Iowa
$15.5M +$1.67M +29,298 +12%
EWA
134
EP Wealth Advisors
California
$15.5M -$237K -4,147 -2%
RWM
135
Rezny Wealth Management
Florida
$15.3M +$1.77M +30,921 +13%
AMG
136
Advisors Management Group
Wisconsin
$15.2M +$13.9M +242,699 +1,030%
Citadel Advisors
137
Citadel Advisors
Florida
$15.2M +$9.09M +159,112 +150%
AWM
138
Axxcess Wealth Management
California
$15M +$4.97M +86,959 +50%
NA
139
NewEdge Advisors
Louisiana
$14.9M +$561K +9,817 +4%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$14.9M +$1.34M +23,155 +10%
AP
141
Appleton Partners
Massachusetts
$14.9M +$452K +7,908 +3%
1NWS
142
1 North Wealth Services
Maryland
$14.8M +$681K +11,916 +5%
CPIG
143
Chicago Partners Investment Group
Illinois
$14.6M +$2.14M +38,418 +17%
EFH
144
Eaton Financial Holdings
Florida
$14.3M -$41.3M -723,145 -74%
TLP
145
Trinity Legacy Partners
Texas
$14.1M +$551K +9,837 +4%
SWA
146
SFMG Wealth Advisors
Texas
$13.9M +$971K +16,986 +7%
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$13.9M +$532K +9,310 +4%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$13.9M +$1.24M +21,638 +10%
Creative Planning
149
Creative Planning
Kansas
$13.7M +$5.23M +91,476 +62%
ACG
150
Allen Capital Group
Nebraska
$13.7M +$2.04M +35,773 +18%