We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
851
Rockingstone Advisors
Massachusetts
$759K +$9.89K +170 +1%
LWM
852
Lionsbridge Wealth Management
Florida
$757K +$8.26K +142 +1%
PAM
853
Pegasus Asset Management
New York
$755K +$58.8K +1,011 +8%
LWL
854
Leo Wealth LLC
Texas
$753K +$3.32K +57 +0.4%
KWS
855
Keystone Wealth Services
California
$750K +$769K +13,225 New
PFG
856
Prosperity Financial Group
California
$748K -$15.8K -271 -2%
CFP
857
Cascade Financial Partners
California
$748K +$34.9K +600 +5%
IWMO
858
Integrated Wealth Management (Ohio)
Ohio
$744K +$12.1K +208 +2%
CFS
859
CRA Financial Services
New Jersey
$743K +$756 +13 +0.1%
DPI
860
Diversified Portfolios Inc
Michigan
$743K -$75.7K -1,301 -9%
CFS
861
Commonwealth Financial Services
West Virginia
$738K +$8.49K +146 +1%
AFAS
862
Acorn Financial Advisory Services
Virginia
$738K +$72.7K +1,250 +11%
LWM
863
Lakeridge Wealth Management
Ohio
$732K +$17.8K +306 +2%
TWM
864
TopTier Wealth Management
Wisconsin
$732K -$2.44K -42 -0.3%
BJL
865
Brighton Jones LLC
Washington
$729K -$6.67M -114,666 -90%
DIA
866
Dana Investment Advisors
Wisconsin
$727K -$291 -5 -0%
PVI
867
Pine Valley Investments
New Jersey
$725K +$75.3K +1,295 +11%
BWP
868
Balboa Wealth Partners
Arizona
$725K +$48.2K +829 +7%
UBS AM
869
UBS AM
Illinois
$723K +$450K +7,738 +154%
OAG
870
Oakmont Advisory Group
New Mexico
$718K +$210K +3,608 +40%
HAP
871
Harbor Asset Planning
Massachusetts
$717K -$63.8K -1,097 -8%
OWM
872
Orgel Wealth Management
Wisconsin
$716K +$325K +5,579 +79%
TMWM
873
Taylor & Morgan Wealth Management
Michigan
$714K -$3.78K -65 -0.5%
WFPG
874
Waller Financial Planning Group
Ohio
$712K +$332K +5,703 +83%
ACP
875
Arcus Capital Partners
Georgia
$710K +$38.3K +659 +6%