JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
626
Parsons Capital Management
Rhode Island
$1.13M +$58.1K +1,010 +6%
WA
627
Wealth Alliance
New York
$1.13M +$210K +3,651 +24%
HWMO
628
Heritage Wealth Management (Ohio)
Ohio
$1.13M +$96.2K +1,673 +10%
FA
629
Fountainhead AM
New Jersey
$1.13M +$407K +7,068 +59%
CIA
630
Compass Ion Advisors
Pennsylvania
$1.13M -$43.9K -763 -4%
TCWM
631
Total Clarity Wealth Management
Illinois
$1.13M -$143K -2,486 -12%
BMCM
632
Bryn Mawr Capital Management
Pennsylvania
$1.12M +$14.2K +246 +1%
LS
633
Leelyn Smith
Illinois
$1.11M +$4.54K +79 +0.4%
BFWA
634
Benchmark Financial Wealth Advisors
Florida
$1.1M +$101K +1,754 +10%
WIM
635
WealthPlan Investment Management
Nebraska
$1.1M +$20.5K +357 +2%
TAM
636
Tucker Asset Management
Colorado
$1.09M -$29.6K -515 -3%
MWM
637
Marion Wealth Management
Pennsylvania
$1.09M +$111K +1,930 +12%
ARC
638
Advisor Resource Council
Texas
$1.09M +$461K +8,007 +78%
CWP
639
Cyndeo Wealth Partners
Florida
$1.09M -$29.7K -516 -3%
SPWG
640
Syntegra Private Wealth Group
Missouri
$1.09M +$460 +8 +0%
AI
641
Auour Investments
Massachusetts
$1.08M -$106K -1,847 -9%
MCM
642
Monument Capital Management
Virginia
$1.08M -$93.4K -1,624 -8%
S
643
SignatureFD
Georgia
$1.08M +$26.3K +458 +3%
MFG
644
Menard Financial Group
Texas
$1.07M -$20.2K -352 -2%
SFA
645
Source Financial Advisors
New York
$1.06M -$555K -9,644 -35%
SAF
646
Smith Anglin Financial
Texas
$1.05M -$117K -2,038 -10%
SDWIA
647
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.05M +$24.5K +426 +2%
LB
648
Legacy Bridge
Iowa
$1.04M -$613K -10,650 -38%
FVWA
649
Foster Victor Wealth Advisors
South Carolina
$1.04M -$82.7K -1,437 -8%
CRWM
650
Castle Rock Wealth Management
California
$1.04M -$631K -10,972 -38%
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