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JPMorgan Equity Premium Income ETF

1,264 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 652 increasing their positions, 406 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $17.9B → $18B (+$159M)

1.37% less ownership

Funds ownership: 45.4%44.03% (-1.4%)

12% less funds holding in top 10

Funds holding in top 10: 155137 (-18)

Holders
1,264
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$47.7M
Puts
$34.8M
Net Calls
Net Calls Change

Top Sellers

1 -$1.36B
2 -$840M
3 -$58.6M
4
AWS
Atria Wealth Solutions
New York
-$48.5M
5
Osaic Holdings
Osaic Holdings
Arizona
-$41.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$97.1M
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$87.5M
EG
28
Enstar Group
Bermuda
$87.5M
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$87M
Franklin Resources
30
Franklin Resources
California
$84.5M
FWP
31
FAS Wealth Partners
Kansas
$84.1M
Jones Financial Companies
32
Jones Financial Companies
Missouri
$81.9M
FFA
33
First Foundation Advisors
California
$81.3M
CA
34
Clearstead Advisors
Ohio
$81.1M
Baird Financial Group
35
Baird Financial Group
Wisconsin
$78.6M
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$75.4M
HC
37
Hamilton Capital
Ohio
$72.4M
AAS
38
Avantax Advisory Services
Texas
$69.3M
AF
39
Allworth Financial
California
$65M
CAI
40
Capital Advisors Inc
Oklahoma
$59.4M
Truist Financial
41
Truist Financial
North Carolina
$57.3M
CSP
42
Cary Street Partners
Virginia
$55.8M
AUB
43
Atlantic Union Bankshares
Virginia
$54.4M
SPIA
44
Steward Partners Investment Advisory
New York
$53.4M
TFA
45
Teamwork Financial Advisors
Texas
$51.6M
AWM
46
Apollon Wealth Management
South Carolina
$48.5M
BCM
47
Brookstone Capital Management
Illinois
$47.1M
PCG
48
Prosperity Consulting Group
Maryland
$46.3M
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$44.4M
LGA
50
Lebenthal Global Advisors
New York
$41.9M