We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
876
FineMark National Bank & Trust
Florida
$291K +$48.1K +851 +20%
FPCP
877
Fort Point Capital Partners
California
$290K +$1.75K +31 +0.6%
Vontobel Holding
878
Vontobel Holding
Switzerland
$289K -$7.52K -133 -3%
FG
879
Fairman Group
Pennsylvania
$289K +$288K +5,100 New
OWA
880
Outlook Wealth Advisors
Texas
$287K -$28.8K -509 -9%
BAM
881
BOS Asset Management
Illinois
$286K -$1.92K -34 -0.7%
PMSA
882
Patrick M. Sweeney & Associates
Illinois
$283K +$80.8K +1,428 +38%
SIMC
883
Squire Investment Management Company
Utah
$283K +$19.8K +350 +8%
CCC
884
Chelsea Counsel Company
California
$282K – – –
EFG
885
Ethos Financial Group
Pennsylvania
$282K +$9.67K +171 +4%
OPCM
886
Osborne Partners Capital Management
California
$281K +$280K +4,955 New
WFPG
887
Waller Financial Planning Group
Ohio
$279K +$43.9K +776 +19%
RAS
888
RPS Advisory Solutions
Kentucky
$278K +$277K +4,899 New
AB
889
Atlas Brown
Kentucky
$277K +$31.1K +550 +13%
SC
890
Savant Capital
Illinois
$273K +$272K +4,815 New
RWP
891
Reliant Wealth Planning
Kentucky
$272K +$272K +4,807 New
BB
892
Bell Bank
North Dakota
$271K +$27.8K +492 +11%
STA
893
Smith Thornton Advisors
Alabama
$270K +$269K +4,756 New
XF
894
XML Financial
Maryland
$269K +$57.5K +1,017 +27%
MWM
895
MGB Wealth Management
Texas
$269K – – –
BFWM
896
Bright Futures Wealth Management
New York
$266K +$622 +11 +0.2%
CP
897
Capital Planning
Washington
$265K – – –
TIM
898
Tortoise Investment Management
New York
$264K +$566 +10 +0.2%
QCIG
899
Quad-Cities Investment Group
Iowa
$264K +$53.7K +949 +26%
LSIA
900
LaSalle St. Investment Advisors
Illinois
$263K -$80.4K -1,422 -23%