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JPMorgan Equity Premium Income Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWL Channel Wealth LLC Channel Wealth LLC | 17,013 | $973,820.62 | $967,699.44 | -$6,121.18 | -0.63% |
| SB Scott Boyce Decker Retirement Planning Inc. | 141,514 | $8.06M | $8.01M | -$51,612.65 | -0.64% |
 Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 2,836 | $159,088.48 | $161,184.06 | $2,095.58 | 1.32% |
 Alexandra Stickelman Root Financial Partners, LLC | 272 | $15,531.28 | $15,459.12 | -$72.16 | -0.46% |
 Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 52,346 | $2.97M | $2.98M | $3,989.04 | 0.13% |
 Eugene Donato KENNEDY INVESTMENT GROUP | 82,364 | $4.62M | $4.68M | $60,218.76 | 1.3% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 2,143 | $122,345.89 | $121,797.4 | -$548.49 | -0.45% |
 Courtney Holt Compound Planning, Inc. | 14,555 | $818,250.58 | $827,233.42 | $8,982.84 | 1.1% |
 ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 14,276 | $814,732.28 | $811,376.46 | -$3,355.82 | -0.41% |
 Chad Tobin Slagle Financial, LLC | 69,534 | $3.95M | $3.95M | $1,037.1 | 0.03% |
 John Shanley Aspect Partners, LLC | 100 | $5,685 | $5,662 | -$23 | -0.4% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 41,859 | $2.32M | $2.38M | $53,632.29 | 2.31% |
 Troy Leonard CORNERSTONE ENTERPRISES, LLC | 533,898 | $30.6M | $30.34M | -$254,832.07 | -0.83% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 229,372 | $12.98M | $13.03M | $43,622.68 | 0.34% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 5,339 | $293,538.89 | $303,442.06 | $9,903.17 | 3.37% |
 Bradley H. Owens LJI Wealth Management, LLC | 39,832 | $2.25M | $2.26M | $14,688.68 | 0.65% |
 Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 97,919 | $5.48M | $5.55M | $66,836.5 | 1.22% |
 John Hayes LongView Wealth Management | 61,175 | $3.52M | $3.46M | -$62,100.18 | -1.76% |
 Andrew Halac Talon Private Wealth, LLC | 5,317 | $305,392.4 | $301,979.01 | -$3,413.39 | -1.12% |
 Andrew Parsons Corrigan Financial, Inc. | 544,076 | $29.99M | $30.9M | $907,650.91 | 3.03% |
