We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
201
Cassia Capital Partners
North Carolina
$10.7M -$254K -4,354 -2%
BIP
202
Bouvel Investment Partners
Pennsylvania
$10.6M +$125K +2,154 +1%
EWA
203
EverSource Wealth Advisors
Alabama
$10.6M +$3.75M +64,415 +53%
CC
204
Courier Capital
New York
$10.6M +$5.97M +102,486 +124%
AWM
205
AE Wealth Management
Kansas
$10.4M -$1.86M -31,887 -15%
BWP
206
Bernardo Wealth Planning
Pennsylvania
$10.4M +$376K +6,462 +4%
LEA
207
Legacy Edge Advisors
New York
$10.3M +$10.5M +180,225 New
FFA
208
Farther Finance Advisors
California
$10.3M +$8.11M +139,186 +333%
AF
209
Apexium Financial
Texas
$10.2M +$4.97M +85,353 +91%
HNWAG
210
High Net Worth Advisory Group
Florida
$10.2M +$102K +1,755 +1%
CAL
211
Capital Analysts LLC
Pennsylvania
$10.1M -$336K -5,766 -3%
IAN
212
Integrated Advisors Network
Texas
$10M -$10.1M -172,945 -50%
AWMG
213
ADG Wealth Management Group
Louisiana
$10M +$697K +11,955 +7%
HW
214
Hedeker Wealth
Illinois
$9.96M +$1.26M +21,682 +14%
ARG
215
Advisory Resource Group
Oklahoma
$9.87M +$769K +13,200 +8%
CB
216
Cadence Bank
Mississippi
$9.79M +$1.62M +27,834 +19%
PWM
217
Power Wealth Management
Georgia
$9.78M +$540K +9,271 +6%
SFGP
218
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$9.76M -$3.23M -55,391 -24%
SAW
219
Signal Advisors Wealth
Michigan
$9.75M -$3.86M -66,221 -28%
Wealthfront Advisers
220
Wealthfront Advisers
California
$9.73M -$168K -2,891 -2%
MA
221
Mutual Advisors
Nebraska
$9.63M +$3.19M +54,751 +45%
William Blair & Company
222
William Blair & Company
Illinois
$9.61M +$2.03M +34,913 +26%
CA
223
Cambridge Advisors
Nebraska
$9.56M +$555K +9,521 +6%
CCB
224
Country Club Bank
Missouri
$9.36M +$87.2K +1,496 +0.9%
CIBC World Market
225
CIBC World Market
Ontario, Canada
$9.29M +$2.95M +50,665 +45%