We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
First Foundation Advisors
California
$91.8M +$9.01M +151,673 +10%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$90.9M +$10.2M +172,482 +12%
EG
28
Enstar Group
Bermuda
$88.5M
CA
29
Clearstead Advisors
Ohio
$80.8M +$1.96M +33,092 +2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$78.6M -$89.8K -1,512 -0.1%
RCM
31
Requisite Capital Management
Texas
$77.8M -$6.47M -108,944 -8%
KAS
32
Kestra Advisory Services
Texas
$76M +$13.9M +233,502 +21%
FWP
33
FAS Wealth Partners
Kansas
$75.7M -$5.49M -92,393 -7%
AWS
34
Atria Wealth Solutions
New York
$72.7M +$7.02M +118,194 +10%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$69.8M +$5.81M +97,804 +9%
AF
36
Allworth Financial
California
$68.6M +$1.09M +18,409 +2%
Franklin Resources
37
Franklin Resources
California
$62.7M +$4.34M +73,149 +7%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$61.8M +$7.6M +127,990 +14%
AAS
39
Avantax Advisory Services
Texas
$56.6M +$7.17M +120,707 +14%
EFH
40
Eaton Financial Holdings
Florida
$56M +$6.72M +113,224 +13%
CSP
41
Cary Street Partners
Virginia
$53.5M +$55.3M +930,590 New
CAI
42
Capital Advisors Inc
Oklahoma
$50.2M +$1.89M +31,909 +4%
Jane Street
43
Jane Street
New York
$48.3M +$49.5M +833,582 +12,442%
Truist Financial
44
Truist Financial
North Carolina
$47.1M +$6.69M +112,626 +16%
CIA
45
Capital Investment Advisors
Georgia
$45.8M -$2.96M -49,895 -6%
SPIA
46
Steward Partners Investment Advisory
New York
$44.9M +$1.37M +23,010 +3%
AWM
47
Apollon Wealth Management
South Carolina
$44.3M +$6.09M +102,511 +15%
BCM
48
Brookstone Capital Management
Illinois
$43.7M +$246K +4,148 +0.5%
NA
49
Nottingham Advisors
New York
$42.4M -$4.69M -79,021 -10%
SSB
50
Sandy Spring Bank
Maryland
$42.3M +$4.23M +71,269 +11%