JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
851
Lakeridge Wealth Management
Ohio
$619K +$174K +2,984 +38%
FFWM
852
Future Financial Wealth Management
Ohio
$616K +$6.64K +114 +1%
CW
853
Code Waechter
Florida
$604K +$616K +10,568 New
JSW
854
Journey Strategic Wealth
New Jersey
$599K +$135K +2,310 +28%
CFA
855
Capstone Financial Advisors
Illinois
$596K -$26.2K -449 -4%
PCA
856
Prosperity Capital Advisors
Ohio
$595K +$37.1K +637 +6%
FVWA
857
Foster Victor Wealth Advisors
South Carolina
$593K -$381K -6,531 -37%
AFA
858
American Financial Advisors
Georgia
$591K -$12.1K -208 -2%
ACA
859
Ascension Capital Advisors
Texas
$590K +$2.1K +36 +0.4%
OCM
860
One Capital Management
California
$589K -$56.9K -977 -9%
AG
861
AlTi Global
New York
$583K -$2.91K -50 -0.5%
BRG
862
Bay Rivers Group
Virginia
$581K +$147K +2,530 +33%
HC
863
Hurley Capital
New York
$579K +$274K +4,699 +86%
ACA
864
American Capital Advisory
Idaho
$578K +$1.28K +22 +0.2%
AA
865
Argent Advisors
Louisiana
$573K – – –
HZ
866
Hixon Zuercher
Ohio
$572K +$75.2K +1,290 +15%
TC
867
Trust Company
Kansas
$572K +$45.1K +774 +8%
QWM
868
Quadcap Wealth Management
Texas
$570K -$115K -1,967 -16%
IAG
869
Innovative Advisory Group
Massachusetts
$570K +$311K +5,331 +115%
MA
870
MONECO Advisors
Connecticut
$568K +$39.8K +683 +7%
MWM
871
Mattern Wealth Management
Kansas
$566K +$13.5K +232 +2%
NW
872
Naviter Wealth
Arkansas
$564K -$4.72K -81 -0.8%
SNBOSCI
873
Security National Bank of Sioux City Iowa
Iowa
$563K +$574K +9,845 New
S
874
SignatureFD
Georgia
$560K +$69.9K +1,200 +14%
KFI
875
Key Financial Inc
Pennsylvania
$560K – – –
33 34
35
36 37