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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 %
CC
201
Courier Capital
New York
$10.6M +$5.86M +102,486 +124%
AWM
202
AE Wealth Management
Kansas
$10.4M -$1.82M -31,887 -15%
BWP
203
Bernardo Wealth Planning
Pennsylvania
$10.4M +$369K +6,462 +4%
FFA
204
Farther Finance Advisors
California
$10.3M +$7.9M +139,186 +333%
AF
205
Apexium Financial
Texas
$10.2M +$4.88M +85,353 +91%
HNWAG
206
High Net Worth Advisory Group
Florida
$10.2M +$100K +1,755 +1%
CAL
207
Capital Analysts LLC
Pennsylvania
$10.1M -$329K -5,766 -3%
IAN
208
Integrated Advisors Network
Texas
$10M -$9.88M -172,945 -50%
AWMG
209
ADG Wealth Management Group
Louisiana
$10M +$683K +11,955 +7%
HW
210
Hedeker Wealth
Illinois
$9.96M +$1.24M +21,682 +14%
ARG
211
Advisory Resource Group
Oklahoma
$9.87M +$754K +13,200 +8%
CB
212
Cadence Bank
Mississippi
$9.79M +$1.59M +27,834 +19%
PWM
213
Power Wealth Management
Georgia
$9.78M +$530K +9,271 +6%
SFG
214
Stonebridge Financial Group
Pennsylvania
$9.76M -$3.17M -55,391 -24%
SAW
215
Signal Advisors Wealth
Michigan
$9.75M -$3.78M -66,221 -28%
Wealthfront Advisers
216
Wealthfront Advisers
California
$9.73M -$165K -2,891 -2%
MA
217
Mutual Advisors
Nebraska
$9.63M +$3.01M +54,751 +45%
William Blair & Company
218
William Blair & Company
Illinois
$9.61M +$1.99M +34,913 +26%
CA
219
Cambridge Advisors
Nebraska
$9.56M +$544K +9,521 +6%
CCB
220
Country Club Bank
Missouri
$9.36M +$84.8K +1,496 +0.9%
CIBC World Market
221
CIBC World Market
Ontario, Canada
$9.29M +$2.89M +50,665 +45%
V
222
VeraBank
Texas
$9.27M -$811K -14,193 -8%
CTC
223
Central Trust Company
Missouri
$9.22M -$332K -5,804 -3%
BAM
224
Belpointe Asset Management
Nevada
$9.18M +$3.22M +56,399 +54%
RCA
225
Resonant Capital Advisors
Wisconsin
$9.18M +$853K +14,924 +10%