We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
ARC
601
Advisor Resource Council
Texas
$541K -$164K -2,995 -23%
MFA
602
Mayflower Financial Advisors
Massachusetts
$541K +$534K +9,773 New
BAAM
603
Baker Avenue Asset Management
California
$539K +$69.3K +1,269 +15%
ECA
604
Elevated Capital Advisors
Utah
$538K -$243K -4,454 -31%
BJL
605
Brighton Jones LLC
Washington
$538K +$230K +4,205 +76%
WP
606
WealthSource Partners
California
$532K +$525K +9,614 New
1WM
607
1900 Wealth Management
Texas
$529K +$522K +9,564 New
AWM
608
Avior Wealth Management
Nebraska
$526K -$37.1K -680 -7%
WP
609
WealthSpring Partners
California
$517K +$39.6K +726 +8%
BRA
610
Biechele Royce Advisors
Indiana
$516K +$19.1K +350 +4%
MAM
611
Meeder Asset Management
Ohio
$515K +$1.36K +25 +0.3%
BC
612
Belmont Capital
California
$511K +$504K +9,229 New
JIC
613
Joel Isaacson & Co
New York
$508K -$91.7K -1,680 -15%
TDC
614
Thompson Davis & Co
Virginia
$506K +$54.6K +1,000 +12%
SIC
615
Samalin Investment Counsel
New York
$499K +$226K +4,138 +85%
SC
616
Sepio Capital
Utah
$491K – – –
LSA
617
L & S Advisors
California
$481K +$475K +8,700 New
SAM
618
Seelaus Asset Management
New Jersey
$479K – – –
FIC
619
Family Investment Center
Missouri
$478K +$471K +8,631 New
CC
620
Courier Capital
New York
$473K +$29.5K +541 +7%
FAM
621
Frontier Asset Management
Wyoming
$470K -$31.1K -570 -6%
DI
622
DFPG Investments
Utah
$470K +$463K +8,470 New
WMP
623
Wealth Management Partners
Arizona
$467K -$1.75K -32 -0.4%
PPWM
624
Paragon Private Wealth Management
Kentucky
$467K -$109 -2 -0%
MGIA
625
Moneta Group Investment Advisors
Missouri
$462K – – –
23 24
25
26 27