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JPMorgan Equity Premium Income ETF

1,256 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, 646 increasing their positions, 406 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
+12
Holders Change %
+0.96%
% of All Funds
16.84%
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
646
Reduced
406
Closed
77
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
76
Atria Wealth Solutions
New York
$28.9M -$48.5M -853,327 -63%
CE
77
Cornerstone Enterprises
Wisconsin
$28.4M +$2.97M +52,202 +12%
HAS
78
Horizon Advisory Services
New York
$26.9M +$528K +9,288 +2%
BFG
79
Bouchey Financial Group
New York
$26.3M +$580K +10,208 +2%
BF
80
BOK Financial
Oklahoma
$25.3M +$1.46M +25,715 +6%
MCM
81
MAI Capital Management
Ohio
$24.9M +$434K +7,641 +2%
BPA
82
Beacon Pointe Advisors
California
$24.4M -$561K -9,876 -2%
IWC
83
Integrated Wealth Concepts
Massachusetts
$24.2M +$695K +12,220 +3%
Mariner
84
Mariner
Kansas
$24M -$260K -4,567 -1%
FMLI
85
Fukoku Mutual Life Insurance
Japan
$23.6M +$23.6M +415,000 New
LJCM
86
Lee Johnson Capital Management
Texas
$23.5M +$6.07M +106,727 +35%
WWM
87
Wagner Wealth Management
South Carolina
$23.4M +$1.53M +26,907 +7%
CFG
88
Cooper Financial Group
California
$23.2M +$2.66M +46,741 +13%
MT
89
Midwest Trust
Kansas
$23M +$23M +404,894 New
BCI
90
Brinker Capital Investments
Pennsylvania
$22.9M +$2.35M +41,379 +11%
PP
91
Patten & Patten
Tennessee
$22.4M -$1.7M -29,950 -7%
ACM
92
Advance Capital Management
Michigan
$22.3M +$1.1M +19,395 +5%
DC
93
Davenport & Co
Virginia
$22.2M +$3.02M +53,089 +16%
PWMAG
94
Pinnacle Wealth Management Advisory Group
New Jersey
$22M +$317K +5,572 +1%
SWM
95
SK Wealth Management
Rhode Island
$21.5M +$619K +10,896 +3%
WA
96
Waverly Advisors
Alabama
$21.5M +$838K +14,747 +4%
OFS
97
Orrstown Financial Services
Pennsylvania
$21.4M +$814K +14,322 +4%
TM
98
TigerOak Management
New Mexico
$21.1M -$35.2K -619 -0.2%
Comerica Bank
99
Comerica Bank
Texas
$21M +$513K +9,031 +3%
APP
100
Avantax Planning Partners
Iowa
$20.4M -$159K -2,802 -0.8%