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icono de JEPI

JPMorgan Equity Premium Income ETF
JEPI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Asset Allocation Strategies
326
Asset Allocation Strategies
Michigan
USD 5.39 M +USD 229 k +4,046 +4%
Northern Trust
327
Northern Trust
Illinois
USD 5.39 M +USD 150 k +2,657 +3%
S&A Financial Services
328
S&A Financial Services
Kansas
USD 5.35 M +USD 1.73 M +30,598 +48%
Atria Investments
329
Atria Investments
North Carolina
USD 5.35 M +USD 1.6 M +28,318 +43%
Pathstone Holdings
330
Pathstone Holdings
New Jersey
USD 5.31 M +USD 2.52 M +44,695 +90%
Insigneo Advisory Services
331
Insigneo Advisory Services
Florida
USD 5.29 M +USD 806 k +14,268 +18%
Claro Advisors
332
Claro Advisors
Massachusetts
USD 5.27 M +USD 442 k +7,829 +9%
Mission Wealth Management
333
Mission Wealth Management
California
USD 5.27 M +USD 4.77 M +84,387 +951%
Western Wealth Management
334
Western Wealth Management
Colorado
USD 5.23 M -USD 226 k -3,998 -4%
Snider Financial Group
335
Snider Financial Group
Washington
USD 5.22 M +USD 537 k +9,506 +11%
Ulland Investment Advisors
336
Ulland Investment Advisors
Minnesota
USD 5.2 M +USD 207 k +3,660 +4%
Vienna Asset Management
337
Vienna Asset Management
California
USD 5.15 M +USD 1.46 M +25,776 +39%
Benjamin Edwards Inc
338
Benjamin Edwards Inc
Missouri
USD 5.14 M +USD 680 k +12,046 +15%
Clark Wealth Partners
339
Clark Wealth Partners
Illinois
USD 5.13 M +USD 445 k +7,871 +9%
Continuum Advisory
340
Continuum Advisory
Idaho
USD 5.12 M -USD 934 k -16,538 -15%
Vavra Capital Management
341
Vavra Capital Management
Pennsylvania
USD 5.08 M +USD 25.4 k +449 +0.5%
TBH Global Asset Management
342
TBH Global Asset Management
Tennessee
USD 5.08 M +USD 163 k +2,884 +3%
Essex Financial Services
343
Essex Financial Services
Connecticut
USD 5.02 M +USD 166 k +2,933 +3%
Whalen Wealth Management
344
Whalen Wealth Management
Nevada
USD 5.01 M +USD 26.2 k +463 +0.5%
Savvy Advisors Inc
345
Savvy Advisors Inc
New York
USD 5.01 M +USD 4.11 M +72,735 +456%
Daymark Wealth Partners
346
Daymark Wealth Partners
Ohio
USD 4.99 M -USD 224 k -3,960 -4%
Stratos Wealth Partners
347
Stratos Wealth Partners
Ohio
USD 4.98 M -USD 1.14 M -20,242 -19%
Safe Harbor Fiduciary
348
Safe Harbor Fiduciary
Florida
USD 4.94 M -USD 752 k -13,320 -13%
NewEdge Wealth
349
NewEdge Wealth
Pennsylvania
USD 4.92 M +USD 667 k +11,808 +16%
TD Private Client Wealth
350
TD Private Client Wealth
New York
USD 4.9 M +USD 1.22 M +21,632 +33%
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