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ícone de JEPI

JPMorgan Equity Premium Income ETF
JEPI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Abel Hall LLC
1051
Abel Hall LLC
Louisiana
US$ 395 mil – – –
Optivise Advisory Services
1052
Optivise Advisory Services
Tennessee
US$ 392 mil +US$ 165 mil +2.915 +72%
Columbia Asset Management
1053
Columbia Asset Management
Michigan
US$ 389 mil – – –
Summit Wealth & Retirement Planning
1054
Summit Wealth & Retirement Planning
California
US$ 389 mil +US$ 115 mil +2.036 +42%
Beacon Financial Planning
1055
Beacon Financial Planning
Massachusetts
US$ 388 mil -US$ 31 mil -549 -7%
EPG Wealth Management
1056
EPG Wealth Management
Georgia
US$ 385 mil +US$ 30,6 mil +542 +9%
Total Clarity Wealth Management
1057
Total Clarity Wealth Management
Illinois
US$ 384 mil +US$ 384 mil +6.791 Nova
Comprehensive Money Management Services
1058
Comprehensive Money Management Services
Florida
US$ 383 mil -US$ 42,9 mil -760 -10%
McAdam LLC
1059
McAdam LLC
Pennsylvania
US$ 383 mil -US$ 20,3 mil -360 -5%
Alteri Wealth
1060
Alteri Wealth
California
US$ 382 mil +US$ 6,1 mil +108 +2%
Tepp RIA
1061
Tepp RIA
New Jersey
US$ 377 mil -US$ 39,6 mil -701 -9%
SignatureFD
1062
SignatureFD
Georgia
US$ 376 mil +US$ 1,19 mil +21 +0,3%
Walled Lake Planning & Wealth Management
1063
Walled Lake Planning & Wealth Management
Illinois
US$ 375 mil +US$ 5,82 mil +103 +2%
Sentinel Pension Advisors
1064
Sentinel Pension Advisors
Massachusetts
US$ 374 mil +US$ 67 mil +1.186 +22%
Delta Investment Management
1065
Delta Investment Management
California
US$ 374 mil -US$ 390 mil -6.897 -51%
Baker Avenue Asset Management
1066
Baker Avenue Asset Management
California
US$ 372 mil -US$ 3,73 mi -66.031 -91%
Wealth Management Partners
1067
Wealth Management Partners
Arizona
US$ 371 mil -US$ 41,2 mil -729 -10%
Hubbell Strickland Wealth Management
1068
Hubbell Strickland Wealth Management
Louisiana
US$ 371 mil +US$ 3,16 mil +56 +0,9%
Osborne Partners Capital Management
1069
Osborne Partners Capital Management
California
US$ 370 mil – – –
Liberty Wealth Management
1070
Liberty Wealth Management
California
US$ 370 mil – – –
Auour Investments
1071
Auour Investments
Massachusetts
US$ 368 mil +US$ 9,04 mil +160 +3%
Convergence Financial
1072
Convergence Financial
Missouri
US$ 367 mil +US$ 154 mil +2.725 +72%
Excelsior Advisor Network
1073
Excelsior Advisor Network
Colorado
US$ 366 mil +US$ 366 mil +6.488 Nova
NavPoint Financial
1074
NavPoint Financial
Minnesota
US$ 363 mil +US$ 5,59 mil +99 +2%
Johnson & White Wealth Management
1075
Johnson & White Wealth Management
Pennsylvania
US$ 363 mil +US$ 3,84 mil +68 +1%
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