We are live on ! Find out more
JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$48M +$9.55M +164,323 +25%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$47.9M +$2.74M +47,179 +6%
SS
28
SBI Securities
Japan
$42.9M +$738K +12,700 +2%
Mariner
29
Mariner
Kansas
$38.5M +$6.33M +109,014 +20%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$38.3M +$523K +8,995 +1%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$38.2M +$4.07M +69,986 +12%
WAOI
32
Wealth Advisors of Iowa
Iowa
$36M +$1.25M +21,516 +4%
SPIA
33
Steward Partners Investment Advisory
New York
$35.6M +$1.39M +23,932 +4%
AWM
34
Apollon Wealth Management
South Carolina
$35.6M -$8.66K -149 -0%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$35.4M -$13.6M -233,632 -28%
SEIA
36
Signature Estate & Investment Advisors
California
$34.3M +$307K +5,278 +0.9%
Franklin Resources
37
Franklin Resources
California
$34.2M -$1.73M -29,707 -5%
CSP
38
Cary Street Partners
Virginia
$34.2M -$715K -12,310 -2%
Truist Financial
39
Truist Financial
North Carolina
$33.6M -$541K -9,307 -2%
GVAG
40
Great Valley Advisor Group
Delaware
$30.6M +$1.33M +22,845 +5%
LGA
41
Lebenthal Global Advisors
New York
$30.1M +$444K +7,647 +1%
NA
42
NewEdge Advisors
Louisiana
$29.7M -$704K -12,114 -2%
PA
43
PSI Advisors
Florida
$28.9M +$1.63M +28,083 +6%
MFG
44
Magnus Financial Group
New York
$27.2M +$461K +7,939 +2%
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$26M +$1.5M +25,844 +6%
JRFS
46
James Reed Financial Services
Ohio
$25.6M +$1.56M +26,869 +7%
CA
47
Cornerstone Advisory
Maryland
$22.4M +$468K +8,051 +2%
SFG
48
SageGuard Financial Group
Tennessee
$21.3M +$21.3M +366,313 New
HIP
49
HUB Investment Partners
Texas
$20.9M +$3.75M +64,583 +22%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$20.6M +$1.82M +31,261 +10%