We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAS
1201
Optivise Advisory Services
Tennessee
$229K +$235K +4,033 New
OC
1202
Optima Capital
Oregon
$228K -$152K -2,613 -39%
IA
1203
IFG Advisory
Georgia
$227K -$1.38M -23,650 -86%
NL
1204
NWAM LLC
Washington
$227K +$233K +3,999 New
PFG
1205
Putney Financial Group
California
$225K +$231K +3,978 New
Kovitz Investment Group Partners
1206
Kovitz Investment Group Partners
Illinois
$225K +$231K +3,969 New
MW
1207
MBL Wealth
North Carolina
$224K
AWS
1208
Aspen Wealth Strategies
Colorado
$223K -$6.28K -108 -3%
AAS
1209
Annex Advisory Services
Wisconsin
$223K -$49.3K -847 -18%
WWG
1210
West Wealth Group
California
$223K -$12.3K -211 -5%
SEP
1211
Signature Equity Partners
Ohio
$221K -$698K -11,998 -75%
NP
1212
Nilsine Partners
Colorado
$221K +$225K +3,870 New
TSMHT
1213
Thurston Springer Miller Herd & Titak
Indiana
$220K -$63.8K -1,097 -22%
AWA
1214
A4 Wealth Advisors
North Carolina
$220K
BIG
1215
Brooklyn Investment Group
New York
$218K +$224K +3,850 New
HCWM
1216
Hidden Cove Wealth Management
Washington
$218K
BA
1217
Bridgewater Advisors
New York
$217K -$40.7K -700 -15%
BWM
1218
BNB Wealth Management
Maryland
$214K -$27.8K -478 -11%
RFS
1219
Retirement Financial Solutions
Tennessee
$214K -$5.82K -100 -3%
NFG
1220
Norris Financial Group
South Carolina
$214K
CF
1221
Convergence Financial
Missouri
$214K +$219K +3,773 New
HHWM
1222
Hiley Hunt Wealth Management
Nebraska
$214K +$219K +3,771 New
FP
1223
Financial Perspectives
Minnesota
$213K +$1.98K +34 +0.9%
GKWIM
1224
Gerber Kawasaki Wealth & Investment Management
California
$213K +$218K +3,749 New
EA
1225
Eclectic Associates
California
$212K +$217K +3,736 New