We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
826
Creekmur Asset Management
Illinois
$260K +$255K +4,737 New
BCG
827
Breakwater Capital Group
New Jersey
$260K -$228K -4,234 -48%
CP
828
Capital Planning
Washington
$259K
GHA
829
Granite Harbor Advisors
Texas
$259K +$254K +4,712 New
AWS
830
Aspen Wealth Strategies
Colorado
$258K +$18.4K +341 +8%
TC
831
TownSquare Capital
Utah
$258K -$227K -4,214 -47%
SIMC
832
Squire Investment Management Company
Utah
$255K +$250K +4,635 New
SW
833
SMART Wealth
Nebraska
$255K +$250K +4,630 New
CWA
834
Clarus Wealth Advisors
Arizona
$252K +$246K +4,569 New
CA
835
Carson Advisory
Georgia
$252K +$3.77K +70 +2%
LPAM
836
Lodestar Private Asset Management
California
$249K +$244K +4,532 New
ACM
837
Avalon Capital Management
California
$249K -$7.55M -140,063 -97%
RWM
838
RBA Wealth Management
California
$249K -$25.3K -469 -9%
ML
839
McAdam LLC
Pennsylvania
$248K +$243K +4,505 New
Betterment LLC
840
Betterment LLC
New York
$246K -$157K -2,921 -39%
S4W
841
Solutions 4 Wealth
Texas
$245K +$240K +4,450 New
ACM
842
Academy Capital Management
Texas
$243K +$24.7K +458 +12%
CFS
843
CRA Financial Services
New Jersey
$240K -$16.2K -300 -6%
MFG
844
Merit Financial Group
Georgia
$240K +$4.75K +88 +2%
BL
845
BFSG LLC
California
$240K -$43.9K -815 -16%
AB
846
Atlas Brown
Kentucky
$239K -$92K -1,706 -28%
AA
847
Advisory Alpha
Michigan
$239K -$220K -4,089 -48%
MAM
848
Milestone Asset Management
Pennsylvania
$238K +$27.5K +510 +13%
EC
849
Elequin Capital
New York
$237K +$232K +4,309 New
TNBTD
850
Trustmark National Bank Trust Department
Mississippi
$236K +$231K +4,287 New