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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 %
DAS
151
Dynamic Advisor Solutions
Arizona
$13.7M +$3.89M +68,011 +40%
VWA
152
Visionary Wealth Advisors
Illinois
$13.6M -$465K -8,134 -3%
OC
153
Oppenheimer & Co
New York
$13.4M +$3.89M +68,111 +41%
GWANC
154
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.1M -$24.7K -433 -0.2%
PAG
155
Private Advisor Group
New Jersey
$13.1M +$4.27M +74,756 +48%
RWA
156
Rooted Wealth Advisors
Illinois
$13M +$75.1K +1,440 +0.6%
SPC
157
Sigma Planning Corp
Michigan
$13M +$800K +14,008 +7%
SWMP
158
Signature Wealth Management Partners
New Jersey
$12.8M +$2.33M +40,810 +22%
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$12.7M -$200K -3,502 -2%
MCIA
160
Mountain Capital Investment Advisors
Colorado
$12.7M +$1.87M +34,177 +17%
SS
161
SBI Securities
Japan
$12.7M +$378K +6,622 +3%
CAG
162
Curtis Advisory Group
California
$12.6M -$16.1K -281 -0.1%
WCP
163
Wick Capital Partners
Pennsylvania
$12.6M -$782K -13,683 -6%
FNA
164
First National Advisers
Nebraska
$12.5M +$1M +17,569 +9%
CWM
165
Centurion Wealth Management
Virginia
$12.5M
CFO
166
CVA Family Office
Colorado
$12.3M +$626K +10,957 +5%
CWA
167
Cascade Wealth Advisors
Washington
$12M +$4.27M +78,381 +55%
ATC
168
Argent Trust Co
Tennessee
$12M +$656K +11,474 +6%
PAS
169
Park Avenue Securities
New York
$11.9M +$7.65M +133,851 +178%
SFP
170
Sandbox Financial Partners
Maryland
$11.9M +$631K +11,042 +6%
IAIM
171
International Assets Investment Management
Florida
$11.7M -$455K -7,961 -4%
CL
172
Choreo LLC
Illinois
$11.7M +$4.57M +79,900 +64%
BCA
173
Bay Colony Advisors
Massachusetts
$11.7M +$626K +11,050 +6%
FGG
174
Financial Guidance Group
Florida
$11.6M +$466K +8,149 +4%
FMI
175
F/M Investments
District of Columbia
$11.5M -$227K -3,965 -2%