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
$2.68B +$64.7M +1,139,279 +2%
Bank of America
2
Bank of America
North Carolina
$1.88B -$24.2M -426,622 -1%
Wells Fargo
3
Wells Fargo
California
$969M +$30.9M +543,704 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$539M +$28M +493,639 +6%
JP Morgan Chase
5
JP Morgan Chase
New York
$469M -$295M -5,188,818 -39%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$461M -$11.4M -200,227 -2%
UBS Group
7
UBS Group
Switzerland
$432M -$51M -897,445 -11%
Raymond James Financial
8
Raymond James Financial
Florida
$415M +$11.4M +201,202 +3%
NFA
9
Nationwide Fund Advisors
Ohio
$402M +$3.15M +55,467 +0.8%
Osaic Holdings
10
Osaic Holdings
Arizona
$367M +$10.1M +177,057 +3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$295M +$83.2M +1,465,565 +40%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$272M -$19.1M -335,832 -7%
LPL Financial
13
LPL Financial
California
$243M +$18.9M +333,145 +9%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$184M -$8.12M -142,960 -4%
HighTower Advisors
15
HighTower Advisors
Illinois
$180M -$2.2M -38,688 -1%
RIG
16
RiverFront Investment Group
Virginia
$175M +$9.3M +163,752 +6%
Stifel Financial
17
Stifel Financial
Missouri
$170M +$3.51M +61,836 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$167M -$7.58M -133,490 -4%
MML Investors Services
19
MML Investors Services
Massachusetts
$162M -$29.8M -524,675 -16%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$152M +$3.17M +55,835 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$116M +$2.21M +38,870 +2%
CA
22
Cornerstone Advisory
Maryland
$116M +$3.65M +64,271 +3%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$115M +$33M +581,218 +40%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$114M +$16.1M +283,732 +17%
CWS
25
Confluence Wealth Services
Pennsylvania
$112M +$6.1M +107,483 +6%