We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.39B +$125M +2,107,737 +5%
Bank of America
2
Bank of America
North Carolina
$1.8B +$30.1M +506,627 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.19B -$98.5M -1,658,539 -7%
Wells Fargo
4
Wells Fargo
California
$837M +$122M +2,051,299 +16%
UBS Group
5
UBS Group
Switzerland
$441M +$32.3M +543,310 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$423M +$42.4M +714,849 +11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$393M +$28.8M +484,267 +8%
Osaic Holdings
8
Osaic Holdings
Arizona
$326M +$7.24M +121,886 +2%
Raymond James Financial
9
Raymond James Financial
Florida
$322M +$333M +5,602,308 New
HAS
10
HBW Advisory Services
California
$300M -$1.38M -23,258 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$237M +$27.3M +459,845 +13%
HighTower Advisors
12
HighTower Advisors
Illinois
$212M +$6.45M +108,546 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$209M -$13.4M -224,897 -6%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$199M +$1.36M +22,924 +0.7%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$163M +$19.3M +324,307 +13%
MML Investors Services
16
MML Investors Services
Massachusetts
$157M +$7.29M +122,825 +5%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$141M -$6.34M -106,808 -4%
Stifel Financial
18
Stifel Financial
Missouri
$130M +$9.7M +163,407 +8%
LPL Financial
19
LPL Financial
California
$128M +$19.5M +328,903 +17%
RIG
20
RiverFront Investment Group
Virginia
$115M +$9.93M +167,190 +9%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$114M +$8.51M +143,304 +8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$113M +$1.37M +23,120 +1%
CA
23
Cornerstone Advisory
Maryland
$109M +$6.93M +116,628 +7%
CWS
24
Confluence Wealth Services
Pennsylvania
$93.7M +$9.96M +167,702 +12%
FFA
25
First Foundation Advisors
California
$91.8M +$9.01M +151,673 +10%