JEPI icon

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 %
Comerica Bank
101
Comerica Bank
Texas
$20.6M +$1.58M +27,634 +8%
FCI
102
Financial Counselors Inc
Kansas
$20M +$4.01M +70,166 +25%
JWCA
103
J.W. Cole Advisors
Florida
$19.6M -$5.19M -90,914 -21%
Citigroup
104
Citigroup
New York
$19.4M +$8M +139,986 +70%
SWM
105
SK Wealth Management
Rhode Island
$19.4M -$1.48M -28,128 -7%
DC
106
Davenport & Co
Virginia
$19.3M +$1.31M +22,967 +7%
WAM
107
WNY Asset Management
New York
$19.2M +$6.84M +119,622 +55%
BFA
108
Beacon Financial Advisory
Ohio
$19.1M +$375K +6,562 +2%
RIL
109
Rothschild Investment LLC
Illinois
$19.1M +$8.86M +155,032 +87%
MBTD
110
Mechanics Bank - Trust Department
California
$19M -$291K -5,086 -2%
FPGK
111
Financial Partners Group (Kansas)
Kansas
$18.6M -$7.47M -130,789 -29%
GWMIA
112
Global Wealth Management Investment Advisory
Florida
$18.5M +$1.26M +21,979 +7%
GS
113
GWN Securities
Florida
$18.5M +$17.4M +311,850 +1,615%
CCA
114
Childress Capital Advisors
Texas
$17.7M -$2.6M -45,530 -13%
MOS
115
MGO One Seven
Ohio
$17.7M -$1.75M -30,660 -9%
TWM
116
Tradition Wealth Management
Minnesota
$17.6M -$769K -13,461 -4%
LJCM
117
Lee Johnson Capital Management
Texas
$17.6M +$1.3M +22,671 +8%
MS
118
Madden Securities
Texas
$17.4M +$929K +16,258 +6%
KWM
119
Kingsview Wealth Management
Oregon
$17.2M +$4.79M +83,807 +38%
GAA
120
Global Assets Advisory
Florida
$17.2M +$11.2M +206,722 +188%
IHWM
121
Iron Horse Wealth Management
Iowa
$17.2M +$894K +15,639 +5%
MAM
122
Marquette Asset Management
Minnesota
$16.8M -$605K -10,592 -3%
FIA
123
Foundations Investment Advisors
Arizona
$16.6M +$94.4K +1,652 +0.6%
SCA
124
St. Clair Advisors
Ohio
$16.3M -$107K -1,874 -0.7%
CAM
125
Cresset Asset Management
Illinois
$16.3M +$525K +9,189 +3%