We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
626
Cherry Creek Investment Advisors
Colorado
$853K -$33.1K -613 -4%
BCP
627
Blue Chip Partners
Michigan
$852K +$281K +5,214 +51%
ACP
628
Aviance Capital Partners
Florida
$840K +$824K +15,274 New
LA
629
Lifeworks Advisors
Michigan
$837K -$18.6K -345 -2%
MWM
630
Marion Wealth Management
Pennsylvania
$829K +$387K +7,178 +91%
SFG
631
SNS Financial Group
Minnesota
$828K +$151K +2,792 +23%
BW
632
Bison Wealth
Georgia
$811K +$795K +14,750 New
III
633
Independent Investors Inc
New York
$801K
CWP
634
Cyndeo Wealth Partners
Florida
$796K
BFEC
635
Benjamin F. Edwards & Company
Missouri
$795K +$312K +5,793 +67%
NL
636
NVWM LLC
Pennsylvania
$792K
CMS
637
Capital Market Strategies
Florida
$789K +$8.68K +161 +1%
SWM
638
Scissortail Wealth Management
Oklahoma
$784K +$753K +13,968 New
AGWCA
639
Annis Gardner Whiting Capital Advisors
Florida
$779K +$275K +5,107 +57%
SRA
640
Secured Retirement Advisors
Minnesota
$773K +$758K +14,056 New
MWA
641
MN Wealth Advisors
Kansas
$770K +$755K +14,010 New
MSAM
642
Moloney Securities Asset Management
Missouri
$759K +$62K +1,150 +9%
FWM
643
Fortress Wealth Management
California
$755K -$1.85M -34,317 -71%
SAF
644
Smith Anglin Financial
Texas
$754K +$266K +4,942 +56%
MAC
645
Mason & Associates (California)
California
$752K +$95.5K +1,771 +15%
AAS
646
Annex Advisory Services
Wisconsin
$752K +$505K +9,368 +218%
LFGO
647
Legacy Financial Group (Oklahoma)
Oklahoma
$746K -$72.8K -1,350 -9%
PSCM
648
Per Stirling Capital Management
Texas
$743K +$190K +3,532 +35%
Prudential Financial
649
Prudential Financial
New Jersey
$724K +$322K +5,981 +83%
SFA
650
Souders Financial Advisors
Ohio
$720K -$23.2K -431 -3%