We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
1201
Fortitude Family Office
Arizona
$36.6K – – –
GWSA
1202
Global Wealth Strategies & Associates
Colorado
$36.1K +$36.8K +632 New
MWA
1203
Miller Wealth Advisors
Colorado
$36.1K +$36.8K +632 New
AT
1204
Arlington Trust
Alabama
$34.3K +$20.4K +350 +140%
HPC
1205
HM Payson & Co
Maine
$33.7K -$58.3K -1,000 -63%
CWM
1206
Crowley Wealth Management
Delaware
$31.4K – – –
MPWT
1207
MassMutual Private Wealth & Trust
Connecticut
$29.2K -$59.5K -1,021 -67%
MSWM
1208
Mowery & Schoenfeld Wealth Management
Illinois
$29.2K +$29.8K +511 New
MEG
1209
Millstone Evans Group
Colorado
$28.9K +$29.4K +505 New
BOJHT
1210
Bank of Jackson Hole Trust
Wyoming
$28.7K – – –
DSC
1211
Duncker Streett & Co
Missouri
$28.3K – – –
POIA
1212
Pin Oak Investment Advisors
Texas
$28K +$10.2K +175 +155%
FMP
1213
Financial Management Professionals
Texas
$27K +$466 +8 +2%
MG
1214
Mather Group
Illinois
$25.3K +$25.9K +444 New
AWM
1215
Abound Wealth Management
Tennessee
$23.6K -$39.7K -681 -62%
MBFW
1216
Morton Brown Family Wealth
Pennsylvania
$23.3K +$58 +1 +0.2%
SL
1217
Salomon & Ludwin
Virginia
$22.9K -$8.21K -141 -26%
AWM
1218
Angeles Wealth Management
California
$22.9K – – –
Q1WB
1219
Quest 10 Wealth Builders
Virginia
$22.9K – – –
GBT
1220
Grove Bank & Trust
Florida
$22.9K +$23.3K +400 New
CFS
1221
Compass Financial Services
Iowa
$22.6K +$23.1K +396 New
1IA
1222
1620 Investment Advisors
Massachusetts
$20.6K +$6.41K +110 +44%
NRG
1223
Nemes Rush Group
Michigan
$20.5K – – –
OA
1224
Operose Advisors
Wisconsin
$20.2K +$20.6K +354 New
RMC
1225
Resources Management Corp
Connecticut
$20K – – –
47 48
49
50 51