We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
76
Sterling Investment Counsel
New York
$26.7M +$14.5M +255,572 +120%
ACA
77
Aptus Capital Advisors
Alabama
$26.7M -$2.59M -45,608 -9%
BF
78
BOK Financial
Oklahoma
$26.4M +$1,000K +17,605 +4%
BCI
79
Brinker Capital Investments
Pennsylvania
$25.9M +$2.87M +50,530 +13%
Mariner
80
Mariner
Kansas
$25.6M +$1.5M +26,489 +6%
BPA
81
Beacon Pointe Advisors
California
$25.5M +$927K +16,329 +4%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$25.1M +$9.9M +174,408 +66%
CFG
83
Cooper Financial Group
California
$24.2M +$902K +15,888 +4%
IWC
84
Integrated Wealth Concepts
Massachusetts
$24.2M -$122K -2,141 -0.5%
DC
85
Davenport & Co
Virginia
$24M +$1.72M +30,360 +8%
WWMSC
86
Wagner Wealth Management (South Carolina)
South Carolina
$23.9M +$339K +5,966 +1%
FMLI
87
Fukoku Mutual Life Insurance
Japan
$23.7M
MT
88
Midwest Trust
Kansas
$23.6M +$506K +8,911 +2%
OFS
89
Orrstown Financial Services
Pennsylvania
$23.2M +$1.67M +29,374 +8%
Lido Advisors
90
Lido Advisors
California
$22.6M +$6.04M +106,359 +37%
PWMAG
91
Pinnacle Wealth Management Advisory Group
New Jersey
$22.3M +$207K +3,646 +0.9%
APP
92
Avantax Planning Partners
Iowa
$22.2M +$1.67M +29,325 +8%
MW
93
Melia Wealth
Oklahoma
$22M -$14.8M -260,389 -40%
Citigroup
94
Citigroup
New York
$21.4M +$3.17M +55,789 +17%
TM
95
TigerOak Management
New Mexico
$21.4M +$180K +3,164 +0.9%
RWM
96
Rezny Wealth Management
Florida
$21.1M +$5.21M +91,767 +33%
Comerica Bank
97
Comerica Bank
Texas
$20.9M -$194K -3,410 -0.9%
SWM
98
SK Wealth Management
Rhode Island
$20.8M -$697K -12,280 -3%
KWM
99
Kingsview Wealth Management
Oregon
$20.4M +$20.3K +358 +0.1%
BFA
100
Beacon Financial Advisory
Ohio
$20.3M +$431K +7,588 +2%