We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$108M -$7.98M -139,779 -7%
EH
27
Equitable Holdings
New York
$106M +$103M +1,801,951 +3,478%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$100M +$10M +175,322 +11%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$94.6M -$16.8M -294,005 -15%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$94.5M +$10.9M +191,240 +13%
FWP
31
FAS Wealth Partners
Kansas
$88.9M +$1.05M +18,315 +1%
EG
32
Enstar Group
Bermuda
$88.1M
FFA
33
First Foundation Advisors
California
$86.5M +$1.02M +17,778 +1%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$79.6M -$7.91M -138,540 -9%
HC
35
Hamilton Capital
Ohio
$76.9M +$76.8M +1,344,223 New
CA
36
Clearstead Advisors
Ohio
$74.5M -$3.59M -62,893 -5%
PCG
37
Prosperity Consulting Group
Maryland
$73.3M +$8.31M +145,617 +13%
AF
38
Allworth Financial
California
$70.2M +$3.32M +58,105 +5%
CAI
39
Capital Advisors Inc
Oklahoma
$63.3M +$1.83M +32,016 +3%
AUB
40
Atlantic Union Bankshares
Virginia
$58.2M +$3.28M +57,509 +6%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$58.1M +$9.45M +165,563 +20%
SPIA
42
Steward Partners Investment Advisory
New York
$57.8M +$1.44M +25,300 +3%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$57.8M +$3.21M +56,285 +6%
Franklin Resources
44
Franklin Resources
California
$57.1M -$3.06M -53,567 -5%
Truist Financial
45
Truist Financial
North Carolina
$54.9M -$3.56M -62,434 -6%
TCM
46
Traynor Capital Management
Pennsylvania
$53.6M +$7.8M +136,642 +17%
CSP
47
Cary Street Partners
Virginia
$53.1M -$7.37M -129,072 -12%
PFPG
48
Pinnacle Financial Partners (Georgia)
Georgia
$53.1M +$53M +928,030 New
BCM
49
Brookstone Capital Management
Illinois
$49.2M +$2.07M +36,320 +4%
Jane Street
50
Jane Street
New York
$48.5M +$44.4M +778,215 +1,115%