We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UAG
526
United Advisor Group
Ohio
$2.37M -$28.8K -495 -1%
Financial Management Network
527
Financial Management Network
California
$2.35M -$51.3K -880 -2%
OneDigital Investment Advisors
528
OneDigital Investment Advisors
Kansas
$2.33M -$6.92M -118,754 -74%
Bleakley Financial Group
529
Bleakley Financial Group
New Jersey
$2.33M -$2.94M -50,402 -55%
CDWM
530
Campbell Deegan Wealth Management
Virginia
$2.31M +$1.04M +17,898 +79%
CFG
531
Carr Financial Group
Massachusetts
$2.31M +$397K +6,820 +20%
LFS
532
Littlejohn Financial Services
Oregon
$2.29M +$132K +2,267 +6%
ACMG
533
Anchor Capital Management Group
California
$2.29M – – –
BCG
534
Bravias Capital Group
New Jersey
$2.27M +$203K +3,488 +10%
Round Rock Advisors
535
Round Rock Advisors
Connecticut
$2.27M +$240K +4,116 +12%
Ancora Advisors
536
Ancora Advisors
Ohio
$2.27M -$25.2K -432 -1%
Sheets Smith Wealth Management
537
Sheets Smith Wealth Management
North Carolina
$2.25M +$531K +9,106 +30%
T
538
Tableaux
Massachusetts
$2.24M +$2.07M +35,450 +950%
Transcend Capital Advisors
539
Transcend Capital Advisors
New Jersey
$2.24M +$196K +3,371 +9%
IWN
540
Independent Wealth Network
Iowa
$2.24M +$167K +2,859 +8%
Venture Visionary Partners
541
Venture Visionary Partners
Ohio
$2.2M +$251K +4,313 +13%
CD
542
Chapin Davis
Maryland
$2.19M +$1.01M +17,346 +83%
Greenwich Wealth Management
543
Greenwich Wealth Management
Connecticut
$2.19M -$1.46M -25,082 -40%
TSMHT
544
Thurston Springer Miller Herd & Titak
Indiana
$2.18M +$803K +13,781 +57%
IP
545
Integras Partners
Georgia
$2.17M +$306K +5,250 +16%
WI
546
Westbourne Investments
Virginia
$2.17M -$172K -2,950 -7%
Brookwood Investment Group
547
Brookwood Investment Group
Arizona
$2.16M +$2.2M +37,831 New
RC
548
Rahlfs Capital
Texas
$2.15M – – –
Spinnaker Investment Group
549
Spinnaker Investment Group
California
$2.14M +$847K +14,537 +63%
Clear Creek Financial Management
550
Clear Creek Financial Management
Washington
$2.13M -$16.1K -276 -0.7%