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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 %
PCFFS
51
Pacific Center for Financial Services
California
$38.4M +$166K +2,901 +0.4%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$37.9M +$37.9M +668,511 +11,141,850%
CIA
53
Capital Investment Advisors
Georgia
$37.2M -$8.28M -144,897 -18%
OC
54
Oakworth Capital
Alabama
$37.2M +$357K +6,248 +1%
KCM
55
Kathmere Capital Management
Pennsylvania
$36.2M +$822K +14,388 +2%
LGA
56
Lebenthal Global Advisors
New York
$36.1M +$610K +10,667 +2%
SF
57
Synovus Financial
Georgia
$35.6M +$4.91M +85,938 +16%
NA
58
Nottingham Advisors
New York
$35.3M -$6.75M -118,155 -16%
MW
59
Melia Wealth
Oklahoma
$35M +$631K +11,048 +2%
P
60
&Partners
Tennessee
$34.2M +$4.17M +73,647 +14%
SI
61
Stephens Inc
Arkansas
$33.7M +$3.66M +64,087 +12%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$33.5M +$1.52M +26,611 +5%
MFG
63
Magnus Financial Group
New York
$33.2M +$428K +7,487 +1%
KPWS
64
Kestra Private Wealth Services
Texas
$32.1M +$4.02M +70,380 +14%
HAS
65
HBW Advisory Services
California
$31.3M +$1.53M +26,849 +5%
CF
66
Corrigan Financial
Rhode Island
$31.1M +$5.09M +89,027 +20%
HCM
67
Hilton Capital Management
New York
$30.2M +$494K +8,642 +2%
GWM
68
Geneos Wealth Management
Colorado
$30.2M +$16.9M +295,116 +126%
ACA
69
Aptus Capital Advisors
Alabama
$29.9M +$1.18M +20,634 +4%
RA
70
Rational Advisors
New York
$29.2M -$2.09M -36,613 -7%
PFS
71
Prospera Financial Services
Texas
$29.1M +$2.42M +42,322 +9%
HAS
72
Horizon Advisory Services
New York
$26.6M -$81.1K -1,420 -0.3%
BPWM
73
Badgley Phelps Wealth Managers
Washington
$26.3M +$594K +10,403 +2%
EPA
74
Element Pointe Advisors
Florida
$26.3M +$415K +7,268 +2%
BFG
75
Bouchey Financial Group
New York
$25.9M +$619K +10,841 +2%