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icono de JEPI

JPMorgan Equity Premium Income ETF
JEPI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Abel Hall LLC
1051
Abel Hall LLC
Louisiana
USD 395 k – – –
Optivise Advisory Services
1052
Optivise Advisory Services
Tennessee
USD 392 k +USD 165 k +2,915 +72%
Columbia Asset Management
1053
Columbia Asset Management
Michigan
USD 389 k – – –
Summit Wealth & Retirement Planning
1054
Summit Wealth & Retirement Planning
California
USD 389 k +USD 115 k +2,036 +42%
Beacon Financial Planning
1055
Beacon Financial Planning
Massachusetts
USD 388 k -USD 31 k -549 -7%
EPG Wealth Management
1056
EPG Wealth Management
Georgia
USD 385 k +USD 30.6 k +542 +9%
Total Clarity Wealth Management
1057
Total Clarity Wealth Management
Illinois
USD 384 k +USD 384 k +6,791 Nuevas
Comprehensive Money Management Services
1058
Comprehensive Money Management Services
Florida
USD 383 k -USD 42.9 k -760 -10%
McAdam LLC
1059
McAdam LLC
Pennsylvania
USD 383 k -USD 20.3 k -360 -5%
Alteri Wealth
1060
Alteri Wealth
California
USD 382 k +USD 6.1 k +108 +2%
Tepp RIA
1061
Tepp RIA
New Jersey
USD 377 k -USD 39.6 k -701 -9%
SignatureFD
1062
SignatureFD
Georgia
USD 376 k +USD 1.19 k +21 +0.3%
Walled Lake Planning & Wealth Management
1063
Walled Lake Planning & Wealth Management
Illinois
USD 375 k +USD 5.82 k +103 +2%
Sentinel Pension Advisors
1064
Sentinel Pension Advisors
Massachusetts
USD 374 k +USD 67 k +1,186 +22%
Delta Investment Management
1065
Delta Investment Management
California
USD 374 k -USD 390 k -6,897 -51%
Baker Avenue Asset Management
1066
Baker Avenue Asset Management
California
USD 372 k -USD 3.73 M -66,031 -91%
Wealth Management Partners
1067
Wealth Management Partners
Arizona
USD 371 k -USD 41.2 k -729 -10%
Hubbell Strickland Wealth Management
1068
Hubbell Strickland Wealth Management
Louisiana
USD 371 k +USD 3.16 k +56 +0.9%
Osborne Partners Capital Management
1069
Osborne Partners Capital Management
California
USD 370 k – – –
Liberty Wealth Management
1070
Liberty Wealth Management
California
USD 370 k – – –
Auour Investments
1071
Auour Investments
Massachusetts
USD 368 k +USD 9.04 k +160 +3%
Convergence Financial
1072
Convergence Financial
Missouri
USD 367 k +USD 154 k +2,725 +72%
Excelsior Advisor Network
1073
Excelsior Advisor Network
Colorado
USD 366 k +USD 366 k +6,488 Nuevas
NavPoint Financial
1074
NavPoint Financial
Minnesota
USD 363 k +USD 5.59 k +99 +2%
Johnson & White Wealth Management
1075
Johnson & White Wealth Management
Pennsylvania
USD 363 k +USD 3.84 k +68 +1%
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