We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
876
West Bancorporation
Iowa
$704K -$20K -350 -3%
CWS
877
Cypress Wealth Services
California
$702K +$700K +12,267 New
MWP
878
Madison Wealth Partners
Wisconsin
$701K -$34.5K -605 -5%
NIWA
879
New Insight Wealth Advisors
California
$701K +$357K +6,250 +104%
GCWM
880
Guided Capital Wealth Management
Texas
$686K +$684K +11,986 New
BWP
881
Balboa Wealth Partners
Arizona
$684K -$82K -1,436 -11%
ACP
882
Arcus Capital Partners
Georgia
$679K +$1.14K +20 +0.2%
GAM
883
Grandview Asset Management
Pennsylvania
$676K -$28.9K -507 -4%
LFS
884
Lighthouse Financial Services
California
$674K +$673K +11,783 New
AFAS
885
Acorn Financial Advisory Services
Virginia
$674K +$89.7K +1,571 +15%
PCS
886
Personal CFO Solutions
New Jersey
$670K -$240K -4,210 -26%
PVI
887
Pine Valley Investments
New Jersey
$659K +$70.1K +1,228 +12%
LA
888
Latitude Advisors
Florida
$658K -$39.8K -697 -6%
BPW
889
BlueDoor Private Wealth
Massachusetts
$657K +$655K +11,476 New
LWA
890
Lineweaver Wealth Advisors
Ohio
$649K -$62.1K -1,088 -9%
CT
891
Colonial Trust
South Carolina
$646K – – –
AWM
892
Atticus Wealth Management
Florida
$646K +$79.6K +1,394 +14%
DWG
893
Darden Wealth Group
Michigan
$643K +$15.7K +275 +3%
GCA
894
Greenwood Capital Associates
South Carolina
$637K +$11.4K +200 +2%
TC
895
Trust Company
Kansas
$636K +$60.4K +1,058 +11%
AWM
896
Activest Wealth Management
Florida
$634K +$3.14K +55 +0.5%
PNC
897
Park National Corp
Ohio
$630K +$185K +3,245 +42%
HIS
898
Harvest Investment Services
Illinois
$629K +$76.9K +1,346 +14%
FFG
899
Fortune Financial Group
Florida
$625K +$616K +10,788 New
PGF
900
Plan Group Financial
Oklahoma
$621K +$223K +3,901 +56%
34 35
36
37 38