JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFWA
801
Benchmark Financial Wealth Advisors
Florida
$924K -$200K -3,510 -18%
IA
802
IAM Advisory
Pennsylvania
$923K +$13K +227 +1%
SA
803
Skyline Advisors
Washington
$919K +$77.1K +1,351 +9%
PS
804
Portfolio Strategies
New York
$919K -$1.15M -20,099 -56%
SAI
805
Savvy Advisors Inc
New York
$915K +$233K +4,083 +34%
AFC
806
AFT Forsyth & Company
Florida
$914K -$12.6K -220 -1%
MAG
807
MRA Advisory Group
New Jersey
$910K +$112K +1,954 +14%
SEP
808
Signature Equity Partners
Ohio
$910K +$908K +15,902 New
CA
809
CGN Advisors
Kansas
$889K +$17.4K +305 +2%
PCM
810
Pincus Capital Management
New York
$887K +$885K +15,500 New
CAM
811
Concorde Asset Management
Michigan
$887K -$79.4K -1,391 -8%
AWP
812
Axis Wealth Partners
Rhode Island
$886K +$27.4K +480 +3%
FNBT
813
FineMark National Bank & Trust
Florida
$886K +$278K +4,877 +46%
MFG
814
Menard Financial Group
Texas
$882K -$27.6K -483 -3%
FG
815
Fiduciary Group
Georgia
$882K +$82.2K +1,439 +10%
III
816
Independent Investors Inc
New York
$871K – – –
MFGM
817
Marshall Financial Group (Maryland)
Maryland
$867K -$53K -929 -6%
PCA
818
Prosperity Capital Advisors
Ohio
$863K +$250K +4,374 +41%
CLA
819
Carnegie Lake Advisors
New Jersey
$860K -$5.71K -100 -0.7%
CWRP
820
Cassady Wealth & Retirement Planning
Nevada
$852K +$850K +14,880 New
CGA
821
Crescent Grove Advisors
Illinois
$850K +$524K +9,184 +164%
AWM
822
Athena Wealth Management
Nevada
$849K +$847K +14,832 New
AF
823
Apollon Financial
South Carolina
$847K +$228K +3,992 +37%
ACA
824
American Capital Advisory
Idaho
$836K -$19.5K -341 -2%
RWM
825
Ritholtz Wealth Management
New York
$835K +$832K +14,579 New
31 32
33
34 35