We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
251
Howard Financial Services
Texas
$1.49M +$916K +16,460 +131%
ICP
252
Interchange Capital Partners
Pennsylvania
$1.48M -$7.9K -142 -0.5%
SEA
253
Stegent Equity Advisors
Texas
$1.47M -$265K -4,757 -14%
ECM
254
Evergreen Capital Management
Washington
$1.47M +$53.5K +962 +3%
RJT
255
Raymond James Trust
Florida
$1.47M -$88.6K -1,592 -5%
CWA
256
Consilium Wealth Advisory
Texas
$1.46M +$1.58M +28,447 New
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$1.45M +$736K +13,222 +88%
BWA
258
Beam Wealth Advisors
Louisiana
$1.42M +$793K +14,250 +105%
KIA
259
Kraematon Investment Advisors
Massachusetts
$1.41M +$115K +2,067 +8%
WOSD
260
WFA of San Diego
California
$1.39M +$345K +6,200 +30%
GCM
261
Gables Capital Management
Florida
$1.39M – – –
AWE
262
Avidian Wealth Enterprises
Texas
$1.39M +$1.51M +27,052 New
LFAS
263
Level Four Advisory Services
Texas
$1.37M +$84.5K +1,518 +6%
NRI
264
NFP Retirement Inc
California
$1.37M +$753K +13,529 +102%
ACP
265
Arcus Capital Partners
Georgia
$1.33M +$1.45M +25,975 New
IWN
266
Independent Wealth Network
Iowa
$1.28M +$1.07M +19,139 +331%
HG
267
Herbst Group
Connecticut
$1.27M +$1.38M +24,842 New
VWM
268
Vigilare Wealth Management
Arizona
$1.27M +$795K +14,293 +136%
FCA
269
FinTrust Capital Advisors
South Carolina
$1.27M +$576K +10,351 +75%
AP
270
Appleton Partners
Massachusetts
$1.25M +$932K +16,745 +219%
SW
271
SteelPeak Wealth
California
$1.24M -$5.12K -92 -0.4%
EA
272
Eudaimonia Advisors
Tennessee
$1.2M +$767K +13,789 +142%
WDG
273
Wealth Dimensions Group
Ohio
$1.2M +$92K +1,654 +8%
FHC
274
First Heartland Consultants
Missouri
$1.2M +$890K +15,998 +214%
WFA
275
Wipfli Financial Advisors
Wisconsin
$1.19M +$1.29M +23,230 New
9 10
11
12 13