We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1151
Novare Capital Management
North Carolina
$246K -$177K -3,100 -42%
BWG
1152
Beta Wealth Group
California
$246K -$209K -3,658 -46%
CA
1153
Chatterton & Associates
California
$246K +$245K +4,299 New
BWM
1154
BNB Wealth Management
Maryland
$244K +$243K +4,258 New
OCA
1155
OpenArc Corporate Advisory
Georgia
$242K +$242K +4,233 New
PM
1156
Penbrook Management
New York
$242K -$5.71K -100 -2%
EFG
1157
Embree Financial Group
Illinois
$241K -$89K -1,559 -27%
WA
1158
WealthTrust Axiom
Pennsylvania
$240K +$239K +4,190 New
WAS
1159
WESPAC Advisors SoCal
California
$239K +$9.94K +174 +4%
GSEP
1160
Golden State Equity Partners
California
$239K +$239K +4,177 New
TA
1161
TFB Advisors
Kansas
$239K +$8.56K +150 +4%
WWG
1162
West Wealth Group
California
$237K -$46.4K -813 -16%
I2I
1163
Insight 2811 Inc
Illinois
$235K -$28.8K -505 -11%
FFG
1164
Fortem Financial Group
California
$234K – – –
SAS
1165
Sage Advisory Services
Texas
$232K -$5.03K -88 -2%
AWS
1166
Aspen Wealth Strategies
Colorado
$231K +$9.94K +174 +4%
FNT
1167
First National Trust
Pennsylvania
$231K – – –
BBA
1168
BLB&B Advisors
Pennsylvania
$230K -$14.2K -249 -6%
WSFS
1169
Wilmington Savings Fund Society
Delaware
$230K -$45.7K -800 -17%
FA
1170
Fedenia Advisers
Wisconsin
$230K – – –
AWM
1171
Angeles Wealth Management
California
$229K +$204K +3,573 +893%
AHL
1172
Abel Hall LLC
Louisiana
$229K +$228K +4,000 New
GLR
1173
Great Lakes Retirement
Ohio
$228K – – –
LHP
1174
Lexington Hill Partners
Texas
$227K +$226K +3,965 New
JIC
1175
Johnson Investment Counsel
Ohio
$227K -$966K -16,910 -81%
45 46
47
48 49