We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
51
Atlas Capital Advisors
Wyoming
$450K +$435K +7,742 New
AWM
52
AE Wealth Management
Kansas
$426K +$412K +7,334 New
MOS
53
MGO One Seven
Ohio
$401K +$387K +6,900 New
IFG
54
Independent Financial Group
California
$391K +$378K +6,726 New
OPS
55
Orion Portfolio Solutions
Nebraska
$388K +$375K +6,674 New
KPWS
56
Kestra Private Wealth Services
Texas
$372K +$359K +6,398 New
IAIM
57
International Assets Investment Management
Florida
$361K +$433K +7,717 New
AFG
58
Alterity Financial Group
Maine
$353K +$323K +5,755 New
JWCA
59
J.W. Cole Advisors
Florida
$340K +$328K +5,844 New
ACM
60
Ategra Capital Management
Virginia
$336K +$59.9K +1,067 +23%
NFG
61
Next Financial Group
Texas
$327K +$316K +5,634 New
YWP
62
YorkBridge Wealth Partners
New York
$296K +$286K +5,100 New
RJFSA
63
Raymond James Financial Services Advisors
Florida
$284K +$274K +4,890 New
CAN
64
Cetera Advisor Networks
California
$283K +$273K +4,861 New
MA
65
Modus Advisors
Minnesota
$270K +$261K +4,642 New
IA
66
IAM Advisory
Pennsylvania
$266K +$4.15K +74 +2%
MP
67
McDonald Partners
Ohio
$264K +$255K +4,535 New
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$256K +$247K +4,403 New
RAM
69
Redmond Asset Management
Virginia
$251K – – –
TP
70
Tranquility Partners
Tennessee
$235K +$1.96K +35 +0.9%
IAN
71
Integrated Advisors Network
Texas
$223K – – –
SPC
72
Sigma Planning Corp
Michigan
$216K +$209K +3,718 New
AWE
73
Avidian Wealth Enterprises
Texas
$209K +$202K +3,600 New
HCM
74
Highlander Capital Management
New Jersey
$209K +$202K +3,600 New
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$192K +$185K +3,300 New
1 2
3
4