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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 %
AIA
201
Armor Investment Advisors
North Carolina
$10.4M -$331K -5,814 -3%
MFG
202
Merit Financial Group
Georgia
$10.3M -$754K -13,271 -7%
VAM
203
Vienna Asset Management
California
$10.3M +$2.19M +38,442 +27%
Envestnet Portfolio Solutions
204
Envestnet Portfolio Solutions
Illinois
$10.2M -$2.44M -42,877 -19%
Wealthfront Advisers
205
Wealthfront Advisers
California
$10.2M +$517K +9,096 +5%
EWA
206
EverSource Wealth Advisors
Alabama
$10.1M -$453K -7,965 -4%
AI
207
Atria Investments
North Carolina
$10.1M +$4.22M +74,165 +72%
CB
208
Community Bank
New York
$10M +$980K +17,236 +11%
CB
209
Cadence Bank
Mississippi
$9.92M +$185K +3,257 +2%
EIP
210
Ellis Investment Partners
Pennsylvania
$9.86M -$1.57M -27,681 -14%
PWM
211
Power Wealth Management
Georgia
$9.86M +$124K +2,182 +1%
BFG
212
Bleakley Financial Group
New Jersey
$9.82M +$7.5M +131,993 +324%
RPGNY
213
Retirement Planning Group (New York)
New York
$9.8M +$1.53M +26,876 +18%
CA
214
Cambridge Advisors
Nebraska
$9.8M +$284K +4,989 +3%
FWM
215
Forefront Wealth Management
Pennsylvania
$9.78M +$2.76M +48,526 +39%
AWMG
216
ADG Wealth Management Group
Louisiana
$9.46M -$493K -8,672 -5%
PAG
217
Private Advisor Group
New Jersey
$9.45M -$3.57M -62,768 -27%
AWM
218
AE Wealth Management
Kansas
$9.4M -$995K -17,494 -10%
BWP
219
Bernardo Wealth Planning
Pennsylvania
$9.39M -$926K -16,288 -9%
BAM
220
Belpointe Asset Management
Nevada
$9.37M +$235K +4,130 +3%
CTC
221
Central Trust Company
Missouri
$9.33M +$165K +2,896 +2%
CCB
222
Country Club Bank
Missouri
$9.32M -$28.4K -501 -0.3%
V
223
VeraBank
Texas
$9.32M +$101K +1,775 +1%
KF
224
Krilogy Financial
Missouri
$9.32M -$1.33M -23,360 -12%
RCA
225
Resonant Capital Advisors
Wisconsin
$9.31M +$177K +3,121 +2%