We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
701
Cullen/Frost Bankers
Texas
$720K – – –
AFA
702
American Financial Advisors
Georgia
$720K +$125K +2,219 +22%
AWAP
703
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$718K -$7.04K -125 -1%
FCA
704
FinTrust Capital Advisors
South Carolina
$718K +$25K +444 +4%
BFWA
705
Benchmark Financial Wealth Advisors
Florida
$714K +$398K +7,072 +134%
AMM
706
American Money Management
California
$701K -$15.9K -282 -2%
FFA
707
Farther Finance Advisors
California
$701K +$119K +2,109 +21%
FA
708
Fountainhead AM
New Jersey
$693K +$172K +3,045 +34%
PWPS
709
Pinnacle Wealth Planning Services
Ohio
$689K +$225 +4 +0%
MWM
710
Mosley Wealth Management
California
$682K +$72.7K +1,291 +12%
SPIS
711
Steward Partners Investment Solutions
Oregon
$681K -$12.3K -218 -2%
DPI
712
Diversified Portfolios Inc
Michigan
$675K +$176K +3,119 +36%
ARC
713
Advisor Resource Council
Texas
$674K +$691K +12,260 New
EWA
714
Etesian Wealth Advisors
Oregon
$673K +$186K +3,295 +40%
BMCM
715
Bryn Mawr Capital Management
Pennsylvania
$672K -$942K -16,727 -59%
CAM
716
CPA Asset Management
Florida
$671K -$21.4K -379 -3%
FWM
717
Fortress Wealth Management
California
$669K -$122K -2,169 -16%
SFA
718
Sequoia Financial Advisors
Ohio
$663K +$323K +5,731 +100%
CCM
719
Coldstream Capital Management
Washington
$657K +$110K +1,944 +21%
FFS
720
Founders Financial Securities
Maryland
$650K +$173K +3,067 +38%
HWM
721
Howard Wealth Management
Connecticut
$646K +$120K +2,127 +24%
RPGK
722
Retirement Planning Group (Kansas)
Kansas
$645K +$34.8K +618 +6%
CC
723
Courier Capital
New York
$634K +$13.9K +246 +2%
MAM
724
Meeder Asset Management
Ohio
$630K +$56.2K +998 +10%
CM
725
Columbus Macro
Pennsylvania
$628K +$21.7K +386 +4%
27 28
29
30 31