We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Belpointe Asset Management
Nevada
$9.18M +$3.29M +56,399 +54%
RCA
227
Resonant Capital Advisors
Wisconsin
$9.18M +$869K +14,924 +10%
PWM
228
Pinnacle Wealth Management
California
$9.13M +$9.31M +159,767 New
RDFA
229
Ritter Daniher Financial Advisory
Ohio
$9.12M +$693K +11,894 +8%
CB
230
Community Bank
New York
$9.06M -$40.1K -688 -0.4%
PWM
231
Prentice Wealth Management
New York
$9.05M +$8.68M +148,935 +1,584%
NRI
232
NFP Retirement Inc
California
$8.99M +$499K +8,568 +6%
Cerity Partners
233
Cerity Partners
New York
$8.96M +$1.42M +24,456 +18%
BAAM
234
Baker Avenue Asset Management
California
$8.96M +$136K +2,333 +2%
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$8.95M +$147K +2,528 +2%
NEPWA
236
New England Private Wealth Advisors
Massachusetts
$8.95M +$659K +11,312 +8%
SCA
237
Snowden Capital Advisors
New York
$8.91M +$1.51M +25,905 +20%
RFS
238
Retirement Financial Solutions
Tennessee
$8.83M +$1.59M +27,293 +21%
AF
239
Advisornet Financial
Minnesota
$8.75M +$2.28M +39,086 +34%
SWM
240
Selective Wealth Management
Virginia
$8.75M +$109K +1,863 +1%
IFG
241
Independent Financial Group
California
$8.72M -$1.53M -26,303 -15%
SWM
242
Spire Wealth Management
Virginia
$8.64M +$1.84M +31,551 +26%
LFG
243
Larson Financial Group
Missouri
$8.39M +$2.41M +41,312 +39%
RPGNY
244
Retirement Planning Group (New York)
New York
$8.32M +$1.24M +21,298 +17%
AAS
245
Ameritas Advisory Services
Nebraska
$8.3M -$35.1K -602 -0.4%
SW
246
StrongBox Wealth
Missouri
$8.28M -$583 -10 -0%
Thrivent Financial for Lutherans
247
Thrivent Financial for Lutherans
Minnesota
$8.25M -$1.03M -17,623 -11%
FPAS
248
Focus Partners Advisor Solutions
Missouri
$8.2M -$384K -6,592 -4%
MTWM
249
Masso Torrence Wealth Management
New Jersey
$8.19M +$698K +11,983 +9%
SG
250
StoneX Group
New York
$8.18M -$932 -16 -0%