We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
RGF
201
Retirement Guys Formula
Ohio
$4.21M +$1.09M +20,156 +35%
MOS
202
MGO One Seven
Ohio
$4.19M -$1.72M -31,615 -29%
LPT
203
Legacy Private Trust
Wisconsin
$4.19M +$4.17M +76,838 New
WCFA
204
Walkner Condon Financial Advisors
Wisconsin
$4.18M +$840K +15,467 +25%
FWM
205
Fortress Wealth Management
California
$4.1M +$639K +11,769 +19%
BC
206
Bricktown Capital
Michigan
$4.09M +$4.07M +75,000 New
MC
207
Moors & Cabot
Massachusetts
$4.07M +$583K +10,726 +17%
MA
208
MJP Associates
Connecticut
$4M +$159K +2,931 +4%
CW
209
CreativeOne Wealth
Kansas
$3.98M -$319K -5,872 -7%
FHC
210
First Heartland Consultants
Missouri
$3.92M +$2.63M +48,428 +206%
HT
211
Heritage Trust
Oklahoma
$3.9M +$3.89M +71,657 New
BIP
212
Blue Investment Partners
California
$3.82M +$3.81M +70,136 New
KF
213
Krilogy Financial
Missouri
$3.82M +$2.95M +54,331 +344%
WEPOG
214
Wealth Enhancement & Preservation of GA
Georgia
$3.79M +$3.78M +69,568 New
RDFA
215
Ritter Daniher Financial Advisory
Ohio
$3.77M +$3.76M +69,268 New
IP
216
Ignite Planners
California
$3.76M +$3.71M +68,382 New
OIA
217
OneDigital Investment Advisors
Kansas
$3.75M +$611K +11,255 +20%
DWP
218
Destiny Wealth Partners
Florida
$3.73M -$302K -5,569 -8%
BBL
219
Beck Bode LLC
Massachusetts
$3.71M -$3.75K -69 -0.1%
LWA
220
Lowe Wealth Advisors
Maryland
$3.67M +$428K +7,882 +13%
EFS
221
Essex Financial Services
Connecticut
$3.64M +$665K +12,239 +22%
SIM
222
Stratos Investment Management
Ohio
$3.63M +$3.37M +62,030 +1,329%
UCFA
223
United Capital Financial Advisors
Texas
$3.61M -$665K -12,238 -16%
SFS
224
Sowell Financial Services
Arkansas
$3.6M +$1.17M +21,516 +48%
EWA
225
Evolution Wealth Advisors
Florida
$3.6M +$3.59M +66,035 New
7 8
9
10 11