We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1426
Steinberganna Wealth Management
New York
– -$575K -10,068 Closed
ARG
1427
Advisory Resource Group
Oklahoma
– -$532K -9,312 Closed
FWA
1428
FSC Wealth Advisors
New York
– -$469K -8,216 Closed
VFA
1429
Valeo Financial Advisors
Indiana
– -$458K -8,021 Closed
M1FG
1430
Mach-1 Financial Group
Arkansas
– -$361K -6,325 Closed
SIC
1431
Samalin Investment Counsel
New York
– -$334K -5,853 Closed
HT
1432
Headlands Technologies
Illinois
– -$325K -5,688 Closed
CS
1433
Cannell & Spears
New York
– -$320K -5,600 Closed
TWA
1434
Talisman Wealth Advisors
New Jersey
– -$311K -5,452 Closed
CA
1435
Carson Advisory
Georgia
– -$300K -5,249 Closed
CAG
1436
Csenge Advisory Group
Florida
– -$279K -4,887 Closed
CCWM
1437
Cassaday & Co Wealth Management
Virginia
– -$262K -4,582 Closed
KIM
1438
Kane Investment Management
California
– -$241K -4,221 Closed
KWM
1439
Koa Wealth Management
California
– -$241K -4,218 Closed
PWM
1440
Palacios Wealth Management
Florida
– -$232K -4,056 Closed
DFA
1441
Davies Financial Advisors
California
– -$226K -3,953 Closed
GRR
1442
Golden Reserve Retirement
Ohio
– -$219K -3,827 Closed
FIC
1443
Family Investment Center
Missouri
– -$218K -3,821 Closed
AIA
1444
Arbor Investment Advisors
North Carolina
– -$217K -3,797 Closed
VC
1445
Veracity Capital
Georgia
– -$215K -3,760 Closed
CCA
1446
Coign Capital Advisors
Utah
– -$215K -3,758 Closed
PPG
1447
Peak Planning Group
Colorado
– -$212K -3,718 Closed
LWA
1448
LifeGoal Wealth Advisors
New York
– -$206K -3,601 Closed
RWB
1449
RMR Wealth Builders
New Jersey
– -$204K -3,571 Closed
EBA
1450
Eagle Bay Advisors
New York
– -$200K -3,509 Closed
56 57
58
59 60