We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
WSC
1226
Wellington Shields & Co
New York
$172K +$29.1K +510 +20%
CFD
1227
Creative Financial Designs
Indiana
$171K +$3.43K +60 +2%
MWA
1228
Medallion Wealth Advisors
Connecticut
$166K -$7.59K -133 -4%
ST
1229
Smithfield Trust
Pennsylvania
$162K – – –
HHCP
1230
Hilton Head Capital Partners
South Carolina
$161K +$161K +2,815 New
HBW
1231
Hazlett, Burt & Watson
West Virginia
$161K -$6.39K -112 -4%
SSA
1232
SSA Swiss Advisors
$152K – – –
BHWM
1233
Beaird Harris Wealth Management
Texas
$148K – – –
MEG
1234
Millstone Evans Group
Colorado
$146K – – –
SHIM
1235
Stone House Investment Management
Pennsylvania
$145K +$18.3K +321 +15%
JWA
1236
JFS Wealth Advisors
Pennsylvania
$144K -$5.42K -95 -4%
MCA
1237
Midwest Capital Advisors
Michigan
$144K -$2.46K -43 -2%
HWP
1238
Highline Wealth Partners
California
$143K -$216K -3,785 -60%
ACM
1239
Anfield Capital Management
California
$138K +$4.45K +78 +3%
CJ
1240
Caitlin John
Michigan
$133K -$117K -2,047 -47%
NL
1241
Navalign LLC
California
$131K +$131K +2,296 New
EW
1242
Elyxium Wealth
California
$130K +$130K +2,276 New
CMA
1243
Cedar Mountain Advisors
Oregon
$129K – – –
SFG
1244
Strive Financial Group
Indiana
$128K +$128K +2,236 New
IBOK
1245
Independence Bank of Kentucky
Kentucky
$123K -$604K -10,570 -83%
RWM
1246
RMG Wealth Management
Wisconsin
$118K +$116K +2,026 New
HCM
1247
Hollencrest Capital Management
California
$118K – – –
FDCDDQ
1248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114K -$11.4K -200 -9%
3IP
1249
3Chopt Investment Partners
Virginia
$113K -$94.3K -1,652 -46%
WG
1250
Wellington Group
Indiana
$113K +$113K +1,980 New
48 49
50
51 52