We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
226
Private Advisor Group
New Jersey
$6.64M +$1.5M +27,244 +28%
ZIMP
227
Zimmermann Investment Management & Planning
Pennsylvania
$6.64M +$131K +2,384 +2%
RWM
228
Rezny Wealth Management
Florida
$6.61M +$23.8K +431 +0.4%
HNWAG
229
High Net Worth Advisory Group
Florida
$6.59M +$829K +15,043 +14%
OC
230
Oppenheimer & Co
New York
$6.58M +$3.5M +63,470 +107%
FF
231
Financial Futures
New Jersey
$6.57M +$694K +12,593 +11%
Envestnet Portfolio Solutions
232
Envestnet Portfolio Solutions
Illinois
$6.52M +$6.71M +121,716 New
HT
233
Heritage Trust
Oklahoma
$6.48M +$1.92M +34,765 +40%
PWM
234
Prentice Wealth Management
New York
$6.42M +$220K +3,990 +3%
MAG
235
Mayfair Advisory Group
Alabama
$6.23M +$1.09M +19,772 +20%
WCFA
236
Walkner Condon Financial Advisors
Wisconsin
$6.12M +$183K +3,317 +3%
RGF
237
Retirement Guys Formula
Ohio
$6.07M +$849K +15,405 +16%
EWM
238
Evermay Wealth Management
Virginia
$6.01M +$120K +2,184 +2%
AAS
239
Ameritas Advisory Services
Nebraska
$5.98M +$3.98M +72,139 +183%
KFP
240
KMG Fiduciary Partners
Ohio
$5.84M +$127K +2,309 +2%
NCM
241
NCM Capital Management
New Jersey
$5.79M -$155K -2,814 -3%
PWP
242
Principle Wealth Partners
Connecticut
$5.76M +$5.55M +100,771 +1,491%
HCM
243
Howard Capital Management
Georgia
$5.68M +$569K +10,317 +11%
RDFA
244
Ritter Daniher Financial Advisory
Ohio
$5.63M +$378K +6,853 +7%
NRI
245
NFP Retirement Inc
California
$5.62M +$2.25M +40,873 +64%
JWM
246
Jupiter Wealth Management
Colorado
$5.62M +$5.75M +104,432 New
GWA
247
GGM Wealth Advisors
Maryland
$5.61M -$19.8K -359 -0.3%
EWM
248
Evergreen Wealth Management
Michigan
$5.58M +$5.74M +104,101 New
VWA
249
Visionary Wealth Advisors
Illinois
$5.54M -$160K -2,898 -3%
PCS
250
Personal CFO Solutions
New Jersey
$5.53M -$453K -8,213 -7%