We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
1276
Litman Gregory Wealth Management
California
$64.3K +$64.2K +1,124 New
HFS
1277
Hantz Financial Services
Michigan
$64K -$514 -9 -0.8%
RMP
1278
Richards, Merrill & Peterson
Washington
$63K – – –
OSAM
1279
O'Shaughnessy Asset Management
Connecticut
$62.8K +$7.82K +137 +14%
NSG
1280
Nalls Sherbakoff Group
Tennessee
$62.7K – – –
RWM
1281
Rialto Wealth Management
New York
$61.9K – – –
IW
1282
Imprint Wealth
South Carolina
$59.5K +$39.9K +698 +205%
CSC
1283
Caldwell Sutter Capital
California
$59.4K +$1.14K +20 +2%
LWMI
1284
Legacy Wealth Management (Idaho)
Idaho
$58.7K -$5.03K -88 -8%
PP
1285
Pacifica Partners
Canada
$57.3K – – –
CTC
1286
Cetera Trust Company
Minnesota
$57.2K – – –
TC
1287
Truvestments Capital
Florida
$57K – – –
VWA
1288
VSM Wealth Advisory
Maryland
$55.4K +$21.6K +379 +64%
VFM
1289
Vision Financial Markets
Connecticut
$50.7K +$971 +17 +2%
SWA
1290
SOA Wealth Advisors
New York
$50.4K – – –
FF
1291
Friedenthal Financial
New Jersey
$49.7K +$49.6K +869 New
FC
1292
Financial Consulate
Maryland
$49.5K -$69.9K -1,224 -59%
GAFA
1293
Garton & Associates Financial Advisors
Kentucky
$48.9K +$48.8K +855 New
CCC
1294
Chelsea Counsel Company
California
$46.5K – – –
AT
1295
Avalon Trust
New Mexico
$45.8K – – –
BLC
1296
Brown, Lisle/Cummings
Rhode Island
$45K – – –
NSIM
1297
North Star Investment Management
Illinois
$42.9K -$18K -315 -30%
HHGA
1298
Halbert Hargrove Global Advisors
California
$42.9K +$42.8K +750 New
VWWMG
1299
Vermillion & White Wealth Management Group
Pennsylvania
$42.4K – – –
FRA
1300
Front Row Advisors
California
$40.7K – – –
50 51
52
53 54