We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
551
Wealthspan Partners
Iowa
$1.52M +$495K +8,750 +48%
CBT
552
CoreFirst Bank & Trust
Kansas
$1.52M -$179K -3,173 -11%
AF
553
Apexium Financial
Texas
$1.5M +$56.7K +1,002 +4%
PWM
554
Purus Wealth Management
California
$1.49M +$32.1K +567 +2%
UCFA
555
United Capital Financial Advisors
Texas
$1.48M -$442K -7,823 -23%
AWA
556
Arkadios Wealth Advisors
Georgia
$1.47M -$86.9K -1,536 -6%
FFO
557
Fiduciary Family Office
Florida
$1.47M +$1.47M +26,005 New
CGA
558
Crescent Grove Advisors
Illinois
$1.44M -$10.5K -186 -0.7%
ST
559
Somerset Trust
Pennsylvania
$1.43M -$48K -849 -3%
FLPIM
560
F.L. Putnam Investment Management
Massachusetts
$1.43M +$1.43M +25,208 New
TWC
561
TD Waterhouse Canada
Ontario, Canada
$1.43M -$837K -14,799 -37%
WAAG
562
Wealth Alliance Advisory Group
Kansas
$1.4M -$32.6K -576 -2%
FH
563
FWG Holdings
Florida
$1.4M -$29.8K -526 -2%
S
564
Sunpointe
Missouri
$1.39M +$168K +2,969 +14%
BFPW
565
BOK Financial Private Wealth
Colorado
$1.38M +$559K +9,881 +69%
BWM
566
BCGM Wealth Management
Indiana
$1.37M -$36.7K -649 -3%
CFS
567
Coordinated Financial Services
Colorado
$1.36M +$214K +3,779 +19%
IFWM
568
Institute for Wealth Management
Colorado
$1.35M -$31.1K -550 -2%
TMWM
569
Taylor & Morgan Wealth Management
Michigan
$1.35M +$873K +15,431 +184%
TWM
570
Trueblood Wealth Management
Ohio
$1.35M -$9.05K -160 -0.7%
WDG
571
Wealth Dimensions Group
Ohio
$1.35M -$27K -477 -2%
DA
572
Dover Advisors
Virginia
$1.35M +$348K +6,147 +35%
CWM
573
Chronos Wealth Management
Florida
$1.34M -$67.2K -1,188 -5%
CFG
574
Citizens Financial Group
Rhode Island
$1.33M -$381K -6,731 -22%
PP
575
PDS Planning
Ohio
$1.33M +$346K +6,120 +35%
21 22
23
24 25