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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 %
Morgan Stanley
1
Morgan Stanley
New York
$2.51B +$137M +2,397,056 +6%
Bank of America
2
Bank of America
North Carolina
$1.87B +$81.5M +1,427,106 +5%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.61B +$425M +7,443,750 +36%
Wells Fargo
4
Wells Fargo
California
$898M +$66.2M +1,159,357 +8%
UBS Group
5
UBS Group
Switzerland
$477M +$39.1M +683,479 +9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$464M +$44.2M +772,858 +11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$435M +$44.3M +774,664 +11%
Raymond James Financial
8
Raymond James Financial
Florida
$368M +$47.6M +833,285 +15%
Osaic Holdings
9
Osaic Holdings
Arizona
$352M +$28.4M +497,489 +9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$280M +$44.5M +778,433 +19%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$221M +$13.8M +241,170 +7%
HighTower Advisors
12
HighTower Advisors
Illinois
$213M +$2.64M +46,266 +1%
MML Investors Services
13
MML Investors Services
Massachusetts
$183M +$26.6M +466,204 +17%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$175M -$596K -11,650 -0.3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$173M +$11.5M +201,782 +7%
LPL Financial
16
LPL Financial
California
$143M +$15.7M +275,411 +12%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$142M +$1.03M +18,042 +0.7%
Stifel Financial
18
Stifel Financial
Missouri
$141M +$12.5M +219,006 +10%
RIG
19
RiverFront Investment Group
Virginia
$117M +$2.35M +41,051 +2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$117M +$4.2M +73,421 +4%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$111M -$2.05M -35,861 -2%
CA
22
Cornerstone Advisory
Maryland
$107M +$4.53M +81,845 +4%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$97.8M +$7.48M +130,869 +8%
CWS
24
Confluence Wealth Services
Pennsylvania
$95.8M +$9.91M +182,808 +12%
EG
25
Enstar Group
Bermuda
$87.9M