We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APP
101
Avantax Planning Partners
Iowa
$20.4M -$155K -2,802 -0.8%
KWM
102
Kingsview Wealth Management
Oregon
$20.3M +$3.04M +54,823 +18%
BFA
103
Beacon Financial Advisory
Ohio
$19.8M +$742K +13,386 +4%
TFS
104
Thoroughbred Financial Services
Tennessee
$19.1M -$2.22M -40,025 -11%
FIA
105
Foundations Investment Advisors
Arizona
$19.1M +$2.54M +45,803 +16%
GWMIA
106
Global Wealth Management Investment Advisory
Florida
$18.9M +$403K +7,275 +2%
RIL
107
Rothschild Investment LLC
Illinois
$18.8M -$199K -3,601 -1%
SCM
108
Steele Capital Management
Iowa
$18.8M -$2.19M -39,604 -11%
MOS
109
MGO One Seven
Ohio
$18.4M +$831K +15,007 +5%
Citigroup
110
Citigroup
New York
$18.2M -$1.14M -20,582 -6%
IHWM
111
Iron Horse Wealth Management
Iowa
$17.8M +$664K +11,991 +4%
GVAG
112
Great Valley Advisor Group
Delaware
$17.5M +$9.29M +167,697 +119%
MS
113
Madden Securities
Texas
$17.5M +$189K +3,410 +1%
AP
114
Americana Partners
Texas
$17.3M +$16.9M +304,894 New
CFP
115
Curran Financial Partners
South Carolina
$17.2M +$1.49M +26,976 +10%
CPIG
116
Chicago Partners Investment Group
Illinois
$16.9M +$1.83M +33,034 +13%
TWM
117
Tradition Wealth Management
Minnesota
$16.9M -$616K -11,117 -4%
SCA
118
St. Clair Advisors
Ohio
$16.9M +$629K +11,350 +4%
MBTD
119
Mechanics Bank - Trust Department
California
$16.9M -$1.92M -34,728 -10%
AMG
120
Advisors Management Group
Wisconsin
$16.9M +$1.69M +30,473 +11%
PA
121
PFG Advisors
Arizona
$16.6M +$1.05M +18,934 +7%
IAS
122
Investment Advisory Services
Texas
$16.6M +$812K +14,664 +5%
FA
123
Fagan Associates
New York
$16.5M +$398K +7,189 +3%
Lido Advisors
124
Lido Advisors
California
$16.4M +$13.4M +242,589 +527%
ASN
125
Advisory Services Network
Georgia
$16.4M +$302K +5,450 +2%