We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
76
Prospera Financial Services
Texas
$20.9M +$3.03M +55,826 +17%
SPIA
77
Steward Partners Investment Advisory
New York
$20.1M +$6.31M +116,361 +46%
JBA
78
Johnson Bixby & Associates
Washington
$19.9M -$3.03M -55,882 -13%
TWM
79
Tradition Wealth Management
Minnesota
$19.6M +$4.68M +86,203 +32%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$19.5M +$1.6M +29,499 +9%
FFA
81
Fragasso Financial Advisors
Pennsylvania
$19.1M +$2M +36,790 +12%
OPAM
82
Ocean Park Asset Management
California
$18.8M +$5.87M +108,100 +46%
SF
83
Synovus Financial
Georgia
$18.7M +$1.97M +36,233 +12%
NWM
84
NEIRG Wealth Management
Massachusetts
$18.6M +$674K +12,417 +4%
BWP
85
Bernardo Wealth Planning
Pennsylvania
$18.4M +$1.52M +28,102 +9%
SW
86
SlateStone Wealth
Florida
$18.3M +$9.15M +168,632 +102%
CSPIA
87
Cary Street Partners Investment Advisory
Virginia
$18.2M +$578K +10,649 +3%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$18.2M +$9.66M +178,017 +115%
AWA
89
Arete Wealth Advisors
Illinois
$18.1M +$9.11M +167,890 +103%
FANJ
90
Financial Architects (New Jersey)
New Jersey
$18.1M +$454K +8,375 +3%
CWS
91
Confluence Wealth Services
Pennsylvania
$18.1M +$2.03M +37,479 +13%
WWMSC
92
Wagner Wealth Management (South Carolina)
South Carolina
$17.9M +$8.79M +161,979 +97%
SHFP
93
Second Half Financial Partners
Florida
$17.7M -$218K -4,022 -1%
PP
94
Patten & Patten
Tennessee
$17.7M +$4.5M +82,948 +34%
DOA
95
D'Orazio & Associates
Virginia
$17.6M +$114K +2,106 +0.7%
MA
96
Mutual Advisors
Nebraska
$17.4M -$2.17M -39,946 -11%
CAWM
97
Capital Advisors Wealth Management
Washington
$16.8M -$7.34M -135,319 -31%
EPA
98
Element Pointe Advisors
Florida
$16.5M +$16.4M +302,990 New
LFG
99
Leverty Financial Group
Wisconsin
$16.4M +$992K +18,279 +6%
GA
100
Goldstein Advisors
Wisconsin
$16.2M +$16.1M +296,121 New