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JPMorgan Equity Premium Income ETF

1,257 hedge funds and large institutions have $17.7B invested in JPMorgan Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 641 increasing their positions, 412 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
120
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.1M
Puts
$35.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$111M
KAS
27
Kestra Advisory Services
Texas
$109M
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$90.2M
EG
29
Enstar Group
Bermuda
$87.9M
FWP
30
FAS Wealth Partners
Kansas
$87.6M
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$86M
FFA
32
First Foundation Advisors
California
$85.3M
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$83.3M
CA
34
Clearstead Advisors
Ohio
$77.9M
PCG
35
Prosperity Consulting Group
Maryland
$64.8M
CAI
36
Capital Advisors Inc
Oklahoma
$61.3M
CSP
37
Cary Street Partners
Virginia
$60.4M
Franklin Resources
38
Franklin Resources
California
$60M
Truist Financial
39
Truist Financial
North Carolina
$58.4M
SPIA
40
Steward Partners Investment Advisory
New York
$56.2M
AUB
41
Atlantic Union Bankshares
Virginia
$54.8M
Baird Financial Group
42
Baird Financial Group
Wisconsin
$54.4M
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$48.4M
BCM
44
Brookstone Capital Management
Illinois
$47M
TCM
45
Traynor Capital Management
Pennsylvania
$45.7M
AWM
46
Apollon Wealth Management
South Carolina
$44.7M
LGA
47
Lebenthal Global Advisors
New York
$42.8M
HIP
48
HUB Investment Partners
Texas
$42M
PA
49
Pinnacle Associates
New York
$39.7M
KCM
50
Kathmere Capital Management
Pennsylvania
$39.3M