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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 %
BDWCC
126
B&D White Capital Company
Texas
$16.3M +$504K +8,873 +3%
GWM
127
Geneos Wealth Management
Colorado
$16.2M -$13.8M -242,964 -46%
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$16.1M +$2.21M +38,911 +16%
IAN
129
Integrated Advisors Network
Texas
$16M +$6.03M +106,040 +60%
OC
130
Oppenheimer & Co
New York
$15.8M +$2.55M +44,841 +19%
RWM
131
Rezny Wealth Management
Florida
$15.8M +$582K +10,230 +4%
CCA
132
Childress Capital Advisors
Texas
$15.3M -$2.35M -41,373 -13%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$15.3M +$427K +7,413 +3%
EA
134
Ergawealth Advisors
Illinois
$15.2M -$862K -15,164 -5%
RWA
135
Rooted Wealth Advisors
Illinois
$15M +$832K +14,661 +6%
1NWS
136
1 North Wealth Services
Maryland
$15M +$297K +5,228 +2%
EWA
137
EP Wealth Advisors
California
$15M -$407K -7,156 -3%
MFG
138
Magnus Financial Group
New York
$14.9M -$18.1M -318,558 -55%
TFA
139
Tobias Financial Advisors
Florida
$14.8M +$14.8M +260,970 New
SWA
140
SFMG Wealth Advisors
Texas
$14.8M +$949K +16,693 +7%
AP
141
Appleton Partners
Massachusetts
$14.8M +$23.4K +412 +0.2%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$14.8M +$973K +17,119 +7%
TLP
143
Trinity Legacy Partners
Texas
$14.6M +$313K +5,522 +2%
BWG
144
Beta Wealth Group
California
$14.5M -$9.28M -163,304 -39%
ACG
145
Allen Capital Group
Nebraska
$14.5M +$833K +14,654 +6%
EFH
146
Eaton Financial Holdings
Florida
$14.4M +$121K +2,124 +0.8%
CWA
147
Cascade Wealth Advisors
Washington
$14.2M +$1.89M +33,796 +15%
Creative Planning
148
Creative Planning
Kansas
$14.1M +$493K +8,674 +4%
CWM
149
Centurion Wealth Management
Virginia
$14.1M +$1.75M +30,785 +14%
AF
150
Advisornet Financial
Minnesota
$14M +$5.3M +93,312 +61%