We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
826
Florida Financial Advisors
Florida
$690K +$296K +5,077 +72%
CGH
827
Crossmark Global Holdings
Texas
$679K +$219K +3,755 +46%
MWP
828
Madison Wealth Partners
Wisconsin
$678K +$141K +2,427 +26%
AI
829
Auour Investments
Massachusetts
$678K -$195K -3,351 -22%
PCS
830
Personal CFO Solutions
New Jersey
$671K -$13.1K -225 -2%
MAMG
831
Milestone Asset Management Group
Connecticut
$664K +$9.55K +164 +1%
TL
832
Tradewinds LLC
North Carolina
$663K -$73.4K -1,260 -10%
MW
833
Marcum Wealth
Ohio
$662K -$63.8K -1,095 -9%
ACP
834
Arcus Capital Partners
Georgia
$658K +$325K +5,581 +94%
MWM
835
Mascagni Wealth Management
Mississippi
$656K – – –
CRC
836
Curi RMB Capital
Illinois
$656K +$67.4K +1,156 +11%
CG
837
Caprock Group
Idaho
$655K -$5.59K -96 -0.8%
CAM
838
Concorde Asset Management
Michigan
$652K +$187K +3,208 +37%
SFWC
839
Strategic Family Wealth Counselors
New Jersey
$651K +$116K +1,986 +21%
FMWA
840
Forvis Mazars Wealth Advisors
Missouri
$645K +$658K +11,294 New
DC
841
DeDora Capital
California
$645K +$126K +2,169 +24%
SWR
842
Spahn Wealth & Retirement
Arizona
$644K -$31.2K -535 -5%
JWBC
843
John W. Brooker & Co
California
$638K +$211K +3,618 +48%
DAS
844
Diversify Advisory Services
Utah
$637K -$456K -7,832 -40%
MAM
845
Morse Asset Management
Connecticut
$630K -$1.98K -34 -0.3%
IIA
846
IPG Investment Advisors
California
$626K -$24.2K -416 -4%
FWM
847
Fortress Wealth Management
California
$626K +$5.42K +93 +0.9%
FG
848
Fiduciary Group
Georgia
$624K +$325K +5,572 +104%
AMM
849
American Money Management
California
$621K -$70.4K -1,208 -10%
LWM
850
Lakeridge Wealth Management
Ohio
$619K +$174K +2,984 +38%
32 33
34
35 36