We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
326
GAMMA Investing
California
$4.9M +$3.11M +54,094 +192%
IAS
327
Insigneo Advisory Services
Florida
$4.83M -$4.15M -72,185 -47%
MAM
328
Milestone Asset Management
Pennsylvania
$4.81M +$474K +8,246 +11%
HIA
329
Harbor Investment Advisory
Maryland
$4.77M +$1.29M +22,390 +39%
CA
330
Continuum Advisory
Idaho
$4.76M +$1.1M +19,205 +32%
ETC
331
Exchange Traded Concepts
Oklahoma
$4.73M -$707K -12,298 -13%
PGAM
332
Princeton Global Asset Management
New Jersey
$4.73M +$343K +5,958 +8%
SB
333
Strategic Blueprint
Georgia
$4.7M -$136K -2,362 -3%
PF
334
Penney Financial
Texas
$4.69M +$22.2K +386 +0.5%
CF
335
Centaurus Financial
California
$4.67M -$240K -4,173 -5%
IF
336
Intrua Financial
Texas
$4.57M +$5.12K +89 +0.1%
AAA
337
American Alpha Advisors
New York
$4.55M +$4.4M +76,468 New
ORC
338
O'Rourke & Company
Massachusetts
$4.53M +$614K +10,673 +16%
AFG
339
Argent Financial Group
Louisiana
$4.52M +$4.37M +75,898 New
AI
340
Atria Investments
North Carolina
$4.51M -$599K -10,410 -12%
SWP
341
Summit Wealth Partners
Florida
$4.5M -$73.3K -1,275 -2%
SAS
342
Stelac Advisory Services
New York
$4.48M +$899K +15,626 +26%
FA
343
Fermata Advisors
California
$4.48M +$355K +6,179 +9%
CWG
344
Cornerstone Wealth Group
North Carolina
$4.47M +$71K +1,235 +2%
NFSG
345
Newbridge Financial Services Group
Florida
$4.47M +$990K +17,203 +30%
LCWP
346
Legacy Capital Wealth Partners
Arkansas
$4.42M +$2.12M +36,806 +98%
FWM
347
Focused Wealth Management
New York
$4.39M +$57.9K +1,006 +1%
AWA
348
Arete Wealth Advisors
Illinois
$4.37M -$958K -16,653 -18%
SFG
349
SevenBridge Financial Group
Pennsylvania
$4.35M +$69K +1,199 +2%
FFO
350
Fiduciary Family Office
Florida
$4.32M +$2.68M +46,650 +179%
12 13
14
15 16