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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 %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$97.1M +$63.8M +1,122,256 +191%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$87.5M +$5.71M +100,361 +7%
EG
28
Enstar Group
Bermuda
$87.5M
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$87M -$10.4M -182,939 -11%
Franklin Resources
30
Franklin Resources
California
$84.5M +$21.3M +374,976 +34%
FWP
31
FAS Wealth Partners
Kansas
$84.1M +$3.63M +63,939 +5%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$81.9M +$44.1M +777,592 +116%
FFA
33
First Foundation Advisors
California
$81.3M -$4.1M -72,105 -5%
CA
34
Clearstead Advisors
Ohio
$81.1M -$3.44M -60,558 -4%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$78.6M +$6.77M +119,026 +9%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$75.4M +$6.09M +107,147 +9%
HC
37
Hamilton Capital
Ohio
$72.4M +$72.4M +1,273,052 New
AAS
38
Avantax Advisory Services
Texas
$69.3M +$1.5M +26,410 +2%
AF
39
Allworth Financial
California
$65M +$892K +15,696 +1%
CAI
40
Capital Advisors Inc
Oklahoma
$59.4M +$1.07M +18,819 +2%
Truist Financial
41
Truist Financial
North Carolina
$57.3M +$6.57M +115,483 +13%
CSP
42
Cary Street Partners
Virginia
$55.8M +$1.72M +30,330 +3%
AUB
43
Atlantic Union Bankshares
Virginia
$54.4M +$46.6M +820,010 +602%
SPIA
44
Steward Partners Investment Advisory
New York
$53.4M +$3.99M +70,109 +8%
TFA
45
Teamwork Financial Advisors
Texas
$51.6M +$8.77M +154,252 +20%
AWM
46
Apollon Wealth Management
South Carolina
$48.5M -$8.09M -142,369 -14%
BCM
47
Brookstone Capital Management
Illinois
$47.1M +$1.95M +34,336 +4%
PCG
48
Prosperity Consulting Group
Maryland
$46.3M +$2.91M +51,103 +7%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$44.4M +$2.83M +49,790 +7%
LGA
50
Lebenthal Global Advisors
New York
$41.9M +$5.95M +104,604 +17%