We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
801
Marion Wealth Management
Pennsylvania
$868K -$52.1K -922 -6%
CPA
802
Cathy Pareto & Associates
Florida
$866K -$140K -2,476 -14%
EPW
803
Endeavor Private Wealth
Kansas
$860K -$3.62K -64 -0.4%
AFG
804
Atomi Financial Group
New York
$859K +$37.1K +657 +5%
DIA
805
Dana Investment Advisors
Wisconsin
$858K +$133K +2,363 +18%
SFC
806
Strategic Financial Concepts
Texas
$856K +$5.93K +105 +0.7%
BW
807
BIP Wealth
Georgia
$855K -$61.4K -1,087 -7%
CFM
808
Compass Financial Management
Florida
$854K +$844K +14,936 New
AWAP
809
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$848K +$13.7K +242 +2%
BWP
810
Balboa Wealth Partners
Arizona
$846K +$124K +2,199 +17%
CCA
811
Cora Capital Advisors
New Jersey
$839K +$234K +4,151 +39%
CLA
812
Carnegie Lake Advisors
New Jersey
$835K – – –
CFA
813
Capstone Financial Advisors
Illinois
$832K +$13.4K +238 +2%
EWM
814
Elevatus Welath Management
New York
$831K +$24.7K +437 +3%
ACA
815
American Capital Advisory
Idaho
$829K +$4.97K +88 +0.6%
FVWA
816
Foster Victor Wealth Advisors
South Carolina
$828K +$28.6K +507 +4%
LFS
817
Lighthouse Financial Services
California
$821K +$6.61K +117 +0.8%
HG
818
Herbst Group
Connecticut
$821K -$804K -14,242 -50%
CPWL
819
Coquina Private Wealth LLC
Florida
$820K +$171K +3,028 +26%
PE
820
PCM Encore
Colorado
$815K -$458K -8,105 -36%
KIA
821
Kraematon Investment Advisors
Massachusetts
$814K -$24.2K -428 -3%
EWM
822
Elmwood Wealth Management
California
$810K +$605K +10,714 +296%
III
823
Independent Investors Inc
New York
$805K -$54.2K -960 -6%
CAL
824
Capital Advisors Ltd
Ohio
$803K +$1.41K +25 +0.2%
PCM
825
Pointe Capital Management
Michigan
$801K -$115K -2,036 -13%
31 32
33
34 35