We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
1251
Hazlett, Burt & Watson
West Virginia
$162K +$1.75K +30 +1%
ST
1252
Smithfield Trust
Pennsylvania
$160K – – –
EWP
1253
Elevation Wealth Partners
California
$157K +$52.6K +905 +48%
SSA
1254
SSA Swiss Advisors
$151K – – –
CH
1255
Canton Hathaway
Rhode Island
$147K +$37.8K +650 +33%
BHWM
1256
Beaird Harris Wealth Management
Texas
$147K – – –
MEG
1257
Millstone Evans Group
Colorado
$145K – – –
MCA
1258
Midwest Capital Advisors
Michigan
$144K +$1.05K +18 +0.7%
SHIM
1259
Stone House Investment Management
Pennsylvania
$144K – – –
JWA
1260
JFS Wealth Advisors
Pennsylvania
$143K +$291 +5 +0.2%
HWP
1261
Highline Wealth Partners
California
$142K – – –
WSC
1262
Wellington Shields & Co
New York
$142K -$29.7K -510 -17%
FDCDDQ
1263
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K +$26.2K +450 +23%
RMP
1264
Richards, Merrill & Peterson
Washington
$128K +$67.3K +1,157 +105%
SFG
1265
Strive Financial Group
Indiana
$127K +$116 +2 +0.1%
KCM
1266
KM Capital Management
Texas
$125K +$130K +2,243 New
NSG
1267
Nalls Sherbakoff Group
Tennessee
$124K +$63.4K +1,089 +99%
IBOK
1268
Independence Bank of Kentucky
Kentucky
$122K – – –
3IP
1269
3Chopt Investment Partners
Virginia
$121K +$10.3K +177 +9%
HCM
1270
Hollencrest Capital Management
California
$117K – – –
MG
1271
Mather Group
Illinois
$116K +$119K +2,048 New
BWL
1272
Bogart Wealth LLC
Virginia
$114K +$48.6K +835 +71%
OWA
1273
Opal Wealth Advisors
New York
$114K +$117K +2,007 New
MCM
1274
Manchester Capital Management
Vermont
$113K +$116K +2,000 New
WG
1275
Wellington Group
Indiana
$112K – – –
49 50
51
52 53