We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1051
Columbia Asset Management
Michigan
$391K – – –
VWM
1052
Venturi Wealth Management
Texas
$389K -$19.8K -341 -5%
JFG
1053
Jefferies Financial Group
New York
$389K -$170K -2,919 -30%
GPWA
1054
Gaddis Premier Wealth Advisors
Oklahoma
$388K +$85.5K +1,469 +27%
EAM
1055
Everstar Asset Management
North Carolina
$384K +$395K +6,782 New
HBFP
1056
Henderson Brothers Financial Partners
Pennsylvania
$383K +$393K +6,756 New
QWM
1057
Quadcap Wealth Management
Texas
$382K -$28.8K -495 -7%
VWM
1058
Vigil Wealth Management
Florida
$382K +$58 +1 +0%
WOSD
1059
WFA of San Diego
California
$382K -$19K -327 -5%
CCA
1060
Cooper Capital Advisors
California
$379K – – –
AW
1061
Alteri Wealth
California
$378K +$814 +14 +0.2%
B
1062
Bailard
California
$378K +$24.7K +425 +7%
S
1063
SignatureFD
Georgia
$376K +$1.28K +22 +0.3%
PA
1064
PW Advisors
Florida
$374K +$384K +6,605 New
MHFA
1065
Mission Hills Financial Advisory
California
$373K +$3.9K +67 +1%
BONH
1066
Bank of New Hampshire
New Hampshire
$372K -$25.8K -444 -6%
CWP
1067
Core Wealth Partners
California
$372K +$30.4K +523 +9%
OPCM
1068
Osborne Partners Capital Management
California
$372K – – –
WLPWM
1069
Walled Lake Planning & Wealth Management
Illinois
$370K +$5.06K +87 +1%
LWM
1070
Liberty Wealth Management
California
$370K -$12.9K -222 -3%
HSWM
1071
Hubbell Strickland Wealth Management
Louisiana
$369K +$4.19K +72 +1%
JSW
1072
Journey Strategic Wealth
New Jersey
$369K – – –
WWWM
1073
White Wing Wealth Management
Texas
$367K +$376K +6,469 New
AI
1074
Auour Investments
Massachusetts
$361K -$608K -10,447 -62%
VAG
1075
VisionPoint Advisory Group
Texas
$360K +$74.7K +1,284 +25%
41 42
43
44 45