We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGA
51
Lebenthal Global Advisors
New York
$43.8M +$964K +16,879 +2%
SWM
52
SHP Wealth Management
Massachusetts
$42.9M +$42.8M +749,160 New
AWM
53
Apollon Wealth Management
South Carolina
$42.5M -$2.29M -40,026 -5%
KCM
54
Kathmere Capital Management
Pennsylvania
$41.9M +$2.53M +44,376 +6%
NYLIM
55
New York Life Investment Management
New York
$41.6M +$27.3M +477,935 +192%
HIP
56
HUB Investment Partners
Texas
$41.5M -$632K -11,077 -2%
OC
57
Oakworth Capital
Alabama
$40.8M +$2.58M +45,195 +7%
NA
58
NewEdge Advisors
Louisiana
$39M +$2.8M +49,115 +8%
PA
59
Pinnacle Associates
New York
$39M -$775K -13,574 -2%
NA
60
Nottingham Advisors
New York
$38.5M -$503K -8,813 -1%
KPWS
61
Kestra Private Wealth Services
Texas
$37.6M +$1.39M +24,330 +4%
MCM
62
MAI Capital Management
Ohio
$37.1M +$7.76M +135,936 +27%
P
63
&Partners
Tennessee
$36.8M -$1.08M -18,985 -3%
SI
64
Stephens Inc
Arkansas
$35.5M -$1.38M -24,207 -4%
FFBTD
65
First Financial Bank - Trust Division
Ohio
$34.7M +$2.37M +41,562 +7%
CBA
66
Coastal Bridge Advisors
Connecticut
$34.6M -$780K -13,659 -2%
CIA
67
Capital Investment Advisors
Georgia
$34.1M -$1.42M -24,919 -4%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$32M +$5.94M +104,089 +24%
CE
69
Cornerstone Enterprises
Wisconsin
$31.1M +$1.24M +21,738 +4%
PS
70
Principal Securities
Iowa
$30.2M -$5.35M -93,753 -15%
BFG
71
Bouchey Financial Group
New York
$29.7M +$2.45M +42,993 +9%
SA
72
Sanctuary Advisors
Indiana
$28.8M -$15.3M -267,984 -35%
Mariner
73
Mariner
Kansas
$28.5M +$2.79M +48,930 +11%
BF
74
BOK Financial
Oklahoma
$27.9M +$1.41M +24,659 +5%
HAS
75
Horizon Advisory Services
New York
$27.8M +$169K +2,960 +0.6%