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
$30.2M +$2.69M +46,257 +10%
JWCA
77
J.W. Cole Advisors
Florida
$29.8M +$1.05M +18,022 +4%
BF
78
BOK Financial
Oklahoma
$28.5M +$895K +15,382 +3%
PCIA
79
Prime Capital Investment Advisors
Kansas
$28.4M +$18.2M +312,018 +166%
HAS
80
Horizon Advisory Services
New York
$28.1M +$517K +8,895 +2%
SA
81
Sanctuary Advisors
Indiana
$27.5M -$1.07M -18,354 -4%
Citigroup
82
Citigroup
New York
$26.9M +$3.25M +55,924 +13%
MT
83
Midwest Trust
Kansas
$26.7M +$2.23M +38,268 +9%
DC
84
Davenport & Co
Virginia
$26.6M +$1.04M +17,832 +4%
ACA
85
Aptus Capital Advisors
Alabama
$26.3M -$78.5K -1,350 -0.3%
WWMSC
86
Wagner Wealth Management (South Carolina)
South Carolina
$26.3M +$865K +14,864 +3%
Lido Advisors
87
Lido Advisors
California
$26.3M +$3.51M +60,270 +15%
PFS
88
Prospera Financial Services
Texas
$26.1M +$267K +4,592 +1%
NYLIM
89
New York Life Investment Management
New York
$25.9M -$15.7M -270,401 -37%
MYIA
90
Mount Yale Investment Advisors
Colorado
$24.7M +$23.3M +401,307 +1,192%
OFS
91
Orrstown Financial Services
Pennsylvania
$24.5M +$1.2M +20,712 +5%
HAS
92
HBW Advisory Services
California
$24.5M -$1.61M -27,607 -6%
VAS
93
Vestmark Advisory Solutions
Massachusetts
$24.5M +$22.9M +393,837 +1,020%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$23.7M +$7.79M +133,961 +47%
FMLI
95
Fukoku Mutual Life Insurance
Japan
$23.5M
PWMAG
96
Pinnacle Wealth Management Advisory Group
New Jersey
$23.3M +$1.74M +29,972 +8%
PS
97
Principal Securities
Iowa
$23.3M -$6.72M -115,463 -22%
CFP
98
Curran Financial Partners
South Carolina
$23M +$2.09M +35,918 +10%
MW
99
Melia Wealth
Oklahoma
$22.8M +$701K +12,053 +3%
APP
100
Avantax Planning Partners
Iowa
$22.4M +$569K +9,785 +3%