We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
376
Weinberger Asset Management
California
$3.85M +$238K +4,132 +7%
SWM
377
StoneCrest Wealth Management
Arizona
$3.83M +$156K +2,713 +4%
AIC
378
Archer Investment Corporation
Indiana
$3.82M +$1.87M +32,454 +102%
GFG
379
Goldstone Financial Group
Illinois
$3.81M +$292K +5,071 +9%
IPA
380
Investment Planning Advisors
Georgia
$3.79M – – –
PP
381
Prudential plc
United Kingdom
$3.78M -$74.8K -1,300 -2%
ICP
382
Interchange Capital Partners
Pennsylvania
$3.78M +$288 +5 +0%
RSWM
383
Robertson Stephens Wealth Management
California
$3.78M -$242K -4,204 -6%
SW
384
SlateStone Wealth
Florida
$3.73M -$801K -13,925 -18%
DOA
385
D'Orazio & Associates
Virginia
$3.73M -$256K -4,458 -7%
SMC
386
Smith, Moore & Co
Missouri
$3.72M -$117K -2,042 -3%
FFP
387
FourThought Financial Partners
Florida
$3.71M +$82.4K +1,433 +2%
LWM
388
Lionsbridge Wealth Management
Florida
$3.7M -$495K -8,599 -12%
OHWP
389
Oak Harbor Wealth Partners
North Carolina
$3.67M +$409K +7,110 +13%
CA
390
Calton & Associates
Florida
$3.65M +$3.52M +61,275 New
LAM
391
Lifestyle Asset Management
Texas
$3.64M -$20.8K -362 -0.6%
IP
392
Ignite Planners
California
$3.64M -$310K -5,395 -8%
BFA
393
Brown Financial Advisors
Ohio
$3.63M +$198K +3,435 +6%
JFG
394
Jefferies Financial Group
New York
$3.6M +$160K +2,783 +5%
EFG
395
Ehrlich Financial Group
California
$3.55M -$104K -1,801 -3%
AFP
396
Alpha Financial Partners
Kentucky
$3.55M +$1.07M +18,662 +46%
CIA
397
Caerus Investment Advisors
Texas
$3.53M -$4.48M -77,954 -57%
WMA
398
West Michigan Advisors
Michigan
$3.48M +$41.1K +715 +1%
NCG
399
Newport Capital Group
New Jersey
$3.45M -$29.3K -509 -0.9%
TA
400
TrueWealth Advisors
Alabama
$3.43M -$77.8K -1,353 -2%
14 15
16
17 18