We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
451
Gill Capital Partners
Colorado
$1.55M +$1.53M +27,971 New
AFP
452
Ausdal Financial Partners
Iowa
$1.55M +$1.21M +22,143 +380%
HA
453
Herold Advisors
New York
$1.54M +$148K +2,717 +11%
CAG
454
Csenge Advisory Group
Florida
$1.54M +$1.06M +19,491 +234%
NEWAS
455
N.E.W. Advisory Services
Wisconsin
$1.53M +$704K +12,894 +87%
SW
456
SteelPeak Wealth
California
$1.53M +$179K +3,276 +13%
MWA
457
Moser Wealth Advisors
Washington
$1.52M +$1.5M +27,515 New
PWM
458
Purus Wealth Management
California
$1.5M +$486K +8,907 +49%
PWP
459
Private Wealth Partners
California
$1.49M +$359K +6,582 +32%
NFG
460
Nations Financial Group
Iowa
$1.47M +$343K +6,275 +31%
GVAG
461
Great Valley Advisor Group
Delaware
$1.47M +$281K +5,142 +24%
ACM
462
Ategra Capital Management
Virginia
$1.46M +$315K +5,777 +28%
AR
463
Apeiron RIA
Texas
$1.46M – – –
NW
464
NewEdge Wealth
Pennsylvania
$1.44M +$1.08M +19,786 +316%
CCA
465
Column Capital Advisors
Indiana
$1.44M – – –
SEIA
466
Signature Estate & Investment Advisors
California
$1.4M -$221K -4,039 -14%
BMCM
467
Bryn Mawr Capital Management
Pennsylvania
$1.39M +$1.37M +25,043 New
FWM
468
Focused Wealth Management
New York
$1.39M +$337K +6,168 +33%
SOS
469
Silver Oak Securities
Tennessee
$1.38M +$260K +4,752 +23%
FPB
470
First PREMIER Bank
South Dakota
$1.38M +$243K +4,445 +22%
EWMCB
471
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.38M +$1.36M +24,903 New
CWM
472
Chronos Wealth Management
Florida
$1.36M +$1.35M +24,643 New
FCA
473
FinTrust Capital Advisors
South Carolina
$1.35M – – –
IFWM
474
Institute for Wealth Management
Colorado
$1.34M +$48.9K +895 +4%
WDG
475
Wealth Dimensions Group
Ohio
$1.33M +$11.6K +213 +0.9%
17 18
19
20 21