7/3/2025 | First Hawaiian Bank | 131,929 | $7.50M | 1.0% | +49.1% | 0.019% | |
7/3/2025 | CPA Asset Management LLC | 21,653 | $1.23M | 0.5% | +12.8% | 0.003% | |
7/3/2025 | TrueWealth Advisors LLC | 47,644 | $2.71M | 0.8% | -5.7% | 0.007% | |
7/3/2025 | Fiduciary Financial Group LLC | 11,324 | $643K | 0.1% | +8.3% | 0.002% | |
7/2/2025 | Capital Market Strategies LLC | 5,027 | $286K | 0.2% | -6.1% | 0.001% | |
7/2/2025 | HBW Advisory Services LLC | 524,375 | $29.81M | 3.7% | -4.3% | 0.074% | |
7/2/2025 | Crumly & Associates Inc. | 4,178 | $238K | 0.1% | N/A | 0.001% | |
7/1/2025 | Park National Corp OH | 5,367 | $305K | 0.0% | N/A | 0.001% | |
7/1/2025 | Harbor Investment Advisory LLC | 89,007 | $5.06M | 0.4% | -0.5% | 0.013% | |
7/1/2025 | Private Client Services LLC | 44,137 | $2.51M | 1.0% | +5.8% | 0.006% | |
Get the Latest News and Ratings for JEPI and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for JPMorgan Equity Premium Income ETF and its competitors with MarketBeat's FREE daily newsletter.
|
6/27/2025 | Goldman Sachs Group Inc. | 14,830 | $847K | 0.0% | N/A | 0.002% | |
6/13/2025 | Optima Capital LLC | 36,230 | $2.07M | 1.3% | +242.6% | 0.005% | |
6/4/2025 | First Hawaiian Bank | 88,485 | $5.06M | 0.2% | +232.0% | 0.012% | |
6/3/2025 | Invst LLC | 12,081 | $690K | 0.1% | N/A | 0.002% | |
6/2/2025 | Modern Wealth Management LLC | 104,029 | $5.94M | 0.2% | +7.8% | 0.015% | |
5/28/2025 | Jones Financial Companies Lllp | 668,517 | $37.89M | 0.0% | +11,141,850.0% | 0.095% | |
5/28/2025 | Anderson Financial Strategies LLC | 35,588 | $2.03M | 1.2% | +3,558,700.0% | 0.005% | |
5/28/2025 | Intrua Financial LLC | 85,446 | $4.88M | 0.7% | -2.9% | 0.012% | |
5/28/2025 | Turn8 Private Wealth Inc. | 101,121 | $5.78M | 4.5% | -32.6% | 0.014% | |
5/22/2025 | Rollins Financial Advisors LLC | 7,566 | $432K | 0.1% | -3.2% | 0.001% | |
5/21/2025 | Westbourne Investments Inc. | 38,020 | $2.17M | 1.3% | -7.2% | 0.005% | |
5/21/2025 | Main Line Retirement Advisors LLC | 22,619 | $1.29M | 0.8% | -7.0% | 0.003% | |
5/21/2025 | MBL Wealth LLC | 7,915 | $452K | 0.0% | +41.8% | 0.001% | |
5/21/2025 | McAdam LLC | 6,918 | $395K | 0.0% | -6.4% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 238,104 | $13.61M | 0.5% | +1.9% | 0.034% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 4,803 | $274K | 0.1% | -8.8% | 0.001% | |
5/20/2025 | Acorns Advisers LLC | 16,138 | $922K | 0.0% | +24.0% | 0.002% | |
5/20/2025 | Blue Rock Wealth Management LLC | 46,332 | $2.65M | 2.2% | +20.4% | 0.007% | |
5/20/2025 | Fortis Capital Advisors LLC | 7,937 | $454K | 0.1% | +16.3% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 160,708 | $9.18M | 0.5% | +54.1% | 0.023% | |
5/20/2025 | Focus Partners Wealth | 730,813 | $41.76M | 0.1% | +29.6% | 0.103% | |
5/20/2025 | Integrity Alliance LLC. | 67,798 | $3.87M | 0.2% | N/A | 0.010% | |
5/20/2025 | Security National Bank of Sioux City Iowa IA | 9,845 | $563K | 0.4% | N/A | 0.001% | |
5/16/2025 | Prostatis Group LLC | 7,019 | $401K | 0.1% | -5.5% | 0.001% | |
5/16/2025 | American Trust | 16,857 | $963K | 0.2% | -80.7% | 0.002% | |
5/16/2025 | Semmax Financial Advisors Inc. | 1,911 | $106K | 0.0% | +2,202.4% | 0.000% | |
5/16/2025 | Arete Wealth Advisors LLC | 81,619 | $4.66M | 0.3% | +7.2% | 0.012% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 54,361 | $3.11M | 0.1% | +11.8% | 0.008% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 59,078 | $3.38M | 0.1% | -16.2% | 0.008% | |
5/16/2025 | Goldman Sachs Group Inc. | 14,830 | $847K | 0.0% | N/A | 0.002% | |
Silicon Valley Gold Rush (Ad) A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.”
Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free. Gates and Altman are betting big—see why |
5/16/2025 | Kestra Investment Management LLC | 23,615 | $1.35M | 0.0% | +92.0% | 0.003% | |
5/16/2025 | Cape Investment Advisory Inc. | 1,190 | $68K | 0.0% | +186.7% | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 140,244 | $8.01M | 0.0% | +2,337,300.0% | 0.020% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 1,231 | $70K | 0.0% | -20.0% | 0.000% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 28,486 | $1.63M | 1.2% | N/A | 0.004% | |
5/16/2025 | Sepio Capital LP | 4,995 | $285K | 0.0% | -68.1% | 0.001% | |
5/16/2025 | Rockport Wealth LLC | 56,883 | $3.25M | 1.1% | -4.0% | 0.008% | |
5/16/2025 | Pacific Center for Financial Services | 671,810 | $38.39M | 10.2% | +0.4% | 0.095% | |
5/16/2025 | Pinnacle Family Advisors LLC | 7,546 | $431K | 0.2% | -4.4% | 0.001% | |
5/16/2025 | Plotkin Financial Advisors LLC | 28,711 | $1.64M | 1.0% | -6.5% | 0.004% | |
5/16/2025 | Hancock Whitney Corp | 18,134 | $1.04M | 0.0% | +151.3% | 0.003% | |
5/16/2025 | Concorde Asset Management LLC | 11,891 | $652K | 0.3% | +36.9% | 0.002% | |
5/16/2025 | Curi RMB Capital LLC | 11,472 | $656K | 0.0% | +11.2% | 0.002% | |
5/16/2025 | Banque Transatlantique SA | 5,300 | $280K | 0.0% | N/A | 0.001% | |
5/16/2025 | AQR Capital Management LLC | 84,790 | $4.85M | 0.0% | +28.1% | 0.012% | |
5/16/2025 | Ancora Advisors LLC | 39,649 | $2.27M | 0.1% | -1.1% | 0.006% | |
5/16/2025 | Aprio Wealth Management LLC | 128,238 | $7.33M | 0.9% | +5.9% | 0.018% | |
5/16/2025 | 1 North Wealth Services LLC | 258,319 | $14.76M | 6.8% | +4.8% | 0.037% | |
5/15/2025 | Paragon Private Wealth Management LLC | 4,976 | $284K | 0.1% | -32.4% | 0.001% | |
5/15/2025 | EP Wealth Advisors LLC | 270,547 | $15.46M | 0.1% | -1.5% | 0.038% | |
5/15/2025 | Ashton Thomas Securities LLC | 19,703 | $1.13M | 0.3% | +2.8% | 0.003% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 143,569 | $8.20M | 0.1% | -4.4% | 0.020% | |
5/15/2025 | Ameriflex Group Inc. | 54,275 | $3.10M | 1.3% | +20.5% | 0.008% | |
5/15/2025 | Flputnam Investment Management Co. | 29,636 | $1.69M | 0.0% | +22.6% | 0.004% | |
5/15/2025 | Royal Bank of Canada | 8,119,139 | $463.93M | 0.1% | +10.5% | 1.149% | |
5/15/2025 | Betterment LLC | 13,512 | $772K | 0.0% | -10.5% | 0.002% | |
5/15/2025 | MAI Capital Management | 431,103 | $24.63M | 0.2% | +5.9% | 0.061% | |
5/15/2025 | Calton & Associates Inc. | 72,916 | $4.17M | 0.9% | +1,790.5% | 0.010% | |
5/15/2025 | Brasada Capital Management LP | 14,388 | $822K | 0.2% | -12.5% | 0.002% | |
5/15/2025 | FRG Family Wealth Advisors LLC | 119,054 | $6.80M | 1.3% | +24.8% | 0.017% | |
5/15/2025 | Baird Financial Group Inc. | 1,264,248 | $72.24M | 0.1% | +4.2% | 0.179% | |
5/15/2025 | Monterey Private Wealth Inc. | 70,772 | $4.04M | 1.2% | +28.2% | 0.010% | |
5/15/2025 | Beck Bode LLC | 14,951 | $854K | 0.2% | -17.4% | 0.002% | |
5/15/2025 | Cascade Investment Group Inc. | 30,712 | $1.76M | 1.3% | -1.4% | 0.004% | |
5/14/2025 | Truvestments Capital LLC | 1,016 | $58K | 0.0% | N/A | 0.000% | |
5/14/2025 | Delta Investment Management LLC | 92,076 | $5.26M | 1.1% | -15.7% | 0.013% | |
5/14/2025 | Note Advisors LLC | 26,216 | $1.50M | 1.2% | +12.0% | 0.004% | |
5/14/2025 | CreativeOne Wealth LLC | 190,370 | $10.88M | 0.3% | -15.8% | 0.027% | |
5/14/2025 | Quadcap Wealth Management LLC | 9,981 | $570K | 0.1% | -16.5% | 0.001% | |
5/14/2025 | Per Stirling Capital Management LLC. | 27,348 | $1.56M | 0.2% | +5.5% | 0.004% | |
5/14/2025 | Samalin Investment Counsel LLC | 6,806 | $389K | 0.2% | -24.1% | 0.001% | |
5/14/2025 | PKS Advisory Services LLC | 32,456 | $1.86M | 0.5% | -2.2% | 0.005% | |
5/14/2025 | Talisman Wealth Advisors LLC | 4,814 | $275K | 0.3% | N/A | 0.001% | |
5/14/2025 | NCM Capital Management LLC | 136,307 | $7.79M | 3.5% | +8.8% | 0.019% | |
5/14/2025 | Apexium Financial LP | 179,372 | $10.25M | 0.6% | +90.8% | 0.025% | |
5/14/2025 | Comerica Bank | 360,662 | $20.61M | 0.1% | +8.3% | 0.051% | |
5/14/2025 | RPg Family Wealth Advisory LLC | 61,955 | $3.54M | 1.0% | +12.0% | 0.009% | |
5/14/2025 | Synovus Financial Corp | 623,364 | $35.62M | 0.5% | +16.0% | 0.088% | |
5/14/2025 | Southeast Asset Advisors LLC | 102,429 | $5.85M | 0.7% | +4.5% | 0.014% | |
5/14/2025 | Napa Wealth Management | 8,096 | $463K | 0.3% | -34.4% | 0.001% | |
The Trump Dump is starting; Get out of stocks now? (Ad) The first 365 days of the Trump presidency…
Will be the best time to get rich in American history. If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a |
5/14/2025 | SVB Wealth LLC | 1,834 | $105K | 0.0% | N/A | 0.000% | |
5/14/2025 | B&D White Capital Company LLC | 278,502 | $15.91M | 2.3% | N/A | 0.039% | |
5/14/2025 | Cadence Bank | 171,251 | $9.79M | 0.7% | +19.4% | 0.024% | |
5/14/2025 | Smartleaf Asset Management LLC | 75,513 | $4.28M | 0.4% | +1.2% | 0.011% | |
5/14/2025 | Caitlin John LLC | 4,098 | $234K | 0.2% | +55.2% | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,033,921 | $173.36M | 0.1% | +7.1% | 0.429% | |
5/14/2025 | Haverford Trust Co | 48,207 | $2.76M | 0.0% | +118.8% | 0.007% | |
5/14/2025 | Trinity Legacy Partners LLC | 251,590 | $14.10M | 3.6% | +4.1% | 0.036% | |
5/14/2025 | Sax Wealth Advisors LLC | 42,990 | $2.46M | 0.2% | +62.8% | 0.006% | |
5/14/2025 | Van Hulzen Asset Management LLC | 36,172 | $2.07M | 0.2% | +2.3% | 0.005% | |