We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
XPN
801
XY Planning Network
Montana
$908K +$173K +2,973 +23%
SAI
802
Savvy Advisors Inc
New York
$905K -$1.69K -29 -0.2%
SFG
803
SevenBridge Financial Group
Pennsylvania
$903K -$101K -1,736 -10%
WKSWA
804
White Knight Strategic Wealth Advisors
New Jersey
$903K -$226K -3,881 -20%
TA
805
Tactive Advisors
Florida
$895K -$58.1K -998 -6%
MWP
806
Madison Wealth Partners
Wisconsin
$890K +$201K +3,452 +28%
FG
807
Fiduciary Group
Georgia
$889K +$15.8K +271 +2%
MFG
808
Menard Financial Group
Texas
$885K +$12.2K +209 +1%
BPW
809
BlueDoor Private Wealth
Massachusetts
$885K +$241K +4,138 +36%
PCM
810
Pincus Capital Management
New York
$879K – – –
IA
811
IAM Advisory
Pennsylvania
$876K -$39.9K -686 -4%
4WM
812
4J Wealth Management
Virginia
$870K +$393K +6,747 +78%
TP
813
Tranquility Partners
Tennessee
$867K +$59K +1,014 +7%
APWA
814
Atlas Private Wealth Advisors
New Jersey
$867K +$889K +15,290 New
EPW
815
Endeavor Private Wealth
Kansas
$867K -$49.4K -849 -5%
CCMW
816
Cypress Capital Management (Wyoming)
Wyoming
$862K -$60.9K -1,046 -6%
III
817
Independent Investors Inc
New York
$862K – – –
PWM
818
Pinnacle Wealth Management
California
$857K -$8.72M -149,920 -91%
BCM
819
Brasada Capital Management
Texas
$857K -$64.1K -1,102 -7%
SFC
820
Strategic Financial Concepts
Texas
$853K +$875K +15,049 New
KFAS
821
Keating Financial Advisory Services
Kansas
$847K +$41.8K +719 +5%
TP
822
TritonPoint Partners
Maryland
$845K +$868K +14,912 New
KIA
823
Kraematon Investment Advisors
Massachusetts
$841K -$81.2K -1,395 -9%
LFS
824
Lighthouse Financial Services
California
$840K +$159K +2,735 +23%
CLA
825
Carnegie Lake Advisors
New Jersey
$838K -$14K -240 -2%
31 32
33
34 35