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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 %
CE
76
Cornerstone Enterprises
Wisconsin
$25.5M +$9.49M +166,029 +59%
SIM
77
Stratos Investment Management
Ohio
$25.4M +$6.01M +105,141 +31%
BPA
78
Beacon Pointe Advisors
California
$25.1M +$2.59M +45,363 +11%
MCM
79
MAI Capital Management
Ohio
$24.6M +$1.38M +24,070 +6%
Mariner
80
Mariner
Kansas
$24.4M -$1.49M -26,113 -6%
PP
81
Patten & Patten
Tennessee
$24.2M -$52.7K -922 -0.2%
BF
82
BOK Financial
Oklahoma
$24M +$2.24M +39,248 +10%
BWG
83
Beta Wealth Group
California
$23.9M +$11M +191,850 +85%
FSA
84
Financial Services Advisory
Maryland
$23.7M +$89.9K +1,574 +0.4%
SIC
85
Sterling Investment Counsel
New York
$23.7M +$13.2M +230,447 +126%
IWC
86
Integrated Wealth Concepts
Massachusetts
$23.6M +$903K +15,812 +4%
PS
87
Principal Securities
Iowa
$22.9M +$82.4K +1,432 +0.4%
WWM
88
Wagner Wealth Management
South Carolina
$22M +$2.37M +41,482 +12%
PWMAG
89
Pinnacle Wealth Management Advisory Group
New Jersey
$21.8M +$2.39M +41,850 +12%
TFS
90
Thoroughbred Financial Services
Tennessee
$21.5M +$782K +13,688 +4%
GL
91
Graypoint LLC
New York
$21.5M +$313K +5,477 +1%
ACM
92
Advance Capital Management
Michigan
$21.3M +$1.85M +32,382 +10%
TM
93
TigerOak Management
New Mexico
$21.3M +$248K +4,346 +1%
SCM
94
Steele Capital Management
Iowa
$21.1M +$1.47M +25,649 +7%
WA
95
Waverly Advisors
Alabama
$20.8M +$5.76M +100,801 +38%
OFS
96
Orrstown Financial Services
Pennsylvania
$20.7M +$9.87M +172,656 +91%
APP
97
Avantax Planning Partners
Iowa
$20.7M +$1.04M +18,174 +5%
BCI
98
Brinker Capital Investments
Pennsylvania
$20.7M +$5.25M +91,953 +34%
OPS
99
Orion Portfolio Solutions
Nebraska
$20.7M +$5.25M +91,953 +34%
CFG
100
Cooper Financial Group
California
$20.6M +$2.08M +36,371 +11%