JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
776
Prosperity Wealth Management
California
$995K -$98.4K -1,724 -9%
PA
777
ProCore Advisors
California
$993K +$991K +17,350 New
MF
778
Meridian Financial
Massachusetts
$987K +$385K +6,751 +64%
GIA
779
Gladstone Institutional Advisory
Florida
$977K -$424K -7,423 -30%
UW
780
Unique Wealth
Florida
$977K -$108K -1,891 -10%
GWM
781
Gilpin Wealth Management
Colorado
$968K +$966K +16,909 New
IAA
782
Independence Asset Advisors
Pennsylvania
$968K +$250K +4,374 +35%
SFWC
783
Strategic Family Wealth Counselors
New Jersey
$965K +$141K +2,477 +17%
O3W
784
Omni 360 Wealth
New Jersey
$965K -$126K -2,212 -12%
SA
785
Sovran Advisors
California
$962K -$1.61M -28,172 -63%
AI
786
Auour Investments
Massachusetts
$962K +$238K +4,165 +33%
TA
787
Tactive Advisors
Florida
$961K +$6.62K +116 +0.7%
JWM
788
Jupiter Wealth Management
Colorado
$959K – – –
LSA
789
L & S Advisors
California
$955K +$82.6K +1,447 +9%
CWM
790
Collaborative Wealth Management
Florida
$950K +$624K +10,935 +193%
MSFS
791
Main Street Financial Solutions
Pennsylvania
$948K -$2.41M -42,205 -72%
CCMW
792
Cypress Capital Management (Wyoming)
Wyoming
$938K -$446K -7,803 -32%
BRG
793
Bay Rivers Group
Virginia
$935K +$246K +4,316 +36%
PCM
794
Pointe Capital Management
Michigan
$932K -$60K -1,050 -6%
CPA
795
Cardiff Park Advisors
California
$931K -$141K -2,464 -13%
ACP
796
Argyle Capital Partners
California
$931K -$114K -1,999 -11%
EPW
797
Endeavor Private Wealth
Kansas
$931K +$97.8K +1,713 +12%
KIA
798
Kraematon Investment Advisors
Massachusetts
$930K -$922K -16,145 -50%
BCM
799
Brasada Capital Management
Texas
$929K -$27.4K -480 -3%
APW
800
Atlantic Private Wealth
North Carolina
$928K +$237K +4,152 +34%
30 31
32
33 34