We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
801
WesBanco Bank
West Virginia
$807K +$379K +6,845 +93%
TMWM
802
Taylor & Morgan Wealth Management
Michigan
$801K -$17.4K -314 -2%
BWM
803
BCS Wealth Management
Tennessee
$788K -$231K -4,167 -23%
FFA
804
Florida Financial Advisors
Florida
$787K +$96.8K +1,748 +14%
HAP
805
Harbor Asset Planning
Massachusetts
$787K +$767K +13,839 New
BWP
806
Balboa Wealth Partners
Arizona
$786K +$80.4K +1,451 +12%
FA
807
Fountainhead AM
New Jersey
$785K -$341K -6,162 -31%
ARC
808
Advisor Resource Council
Texas
$783K -$58.2K -1,051 -7%
BFG
809
Berger Financial Group
Minnesota
$781K +$298K +5,374 +64%
FWP
810
Falcon Wealth Planning
California
$780K +$275K +4,972 +57%
AAS
811
Annex Advisory Services
Wisconsin
$779K +$55 +1 +0%
CAM
812
Columbia Asset Management
Michigan
$775K – – –
LWL
813
Leo Wealth LLC
Texas
$766K +$746K +13,470 New
PCS
814
Personal CFO Solutions
New Jersey
$765K +$95K +1,714 +15%
CCIA
815
Cherry Creek Investment Advisors
Colorado
$759K -$80.5K -1,453 -10%
RA
816
Rockingstone Advisors
Massachusetts
$758K -$55.4K -1,000 -7%
HCMT
817
Highland Capital Management (Tennessee)
Tennessee
$756K +$737K +13,300 New
GS
818
GWN Securities
Florida
$756K -$17.6M -317,857 -96%
PFA
819
Pure Financial Advisors
California
$753K +$734K +13,248 New
AWP
820
Axis Wealth Partners
Rhode Island
$747K +$365K +6,581 +100%
AWAP
821
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$744K +$14.5K +261 +2%
AWA
822
Arete Wealth Advisors
Illinois
$741K -$3.8M -68,580 -84%
SAI
823
Savvy Advisors Inc
New York
$741K +$722K +13,029 New
WSCM
824
Wellington Shields Capital Management
New York
$735K +$28K +505 +4%
CRWM
825
Castle Rock Wealth Management
California
$734K -$78.6K -1,419 -10%
31 32
33
34 35