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JPMorgan Equity Premium Income Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Andrew Agosta Prosperity Financial Group, Inc. | 13,200 | $755,716.15 | $749,694 | -$6,022.15 | -0.8% |
 Elliot Kallen Prosperity Wealth Management, Inc. | 17,384 | $963,921.29 | $987,324.28 | $23,402.99 | 2.43% |
 Christopher C. Powers Farther Finance Advisors, LLC | 321,496 | $18.38M | $18.18M | -$203,907.78 | -1.11% |
 Jesse Steele Etesian Wealth Advisors, Inc. | 36,070 | $2.05M | $2.05M | -$4,352.17 | -0.21% |
 Christopher Barr Red Mountain Financial, LLC | 34,996 | $1.95M | $1.99M | $39,657.04 | 2.04% |
 NICOLE MARTIN Arlington Trust Co LLC | 946 | $53,430 | $53,775.37 | $345.37 | 0.65% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 85,108 | $4.94M | $4.84M | -$101,088.2 | -2.05% |
 Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 34,338 | $1.93M | $1.95M | $22,371.49 | 1.16% |
 Kevin Bresler TD Waterhouse Canada Inc. | 176,238 | $9.96M | $10.03M | $69,366.79 | 0.7% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 164,098 | $9.31M | $9.33M | $19,238.99 | 0.21% |
 Mark Petersen Prosperitas Financial LLC | 26,518 | $1.51M | $1.51M | -$7,394.31 | -0.49% |
 Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 194,262 | $10.96M | $11.04M | $83,354.58 | 0.76% |
 Scott McMillan White Wing Wealth Management | 39,435 | $2.23M | $2.24M | $13,083 | 0.59% |
 James Rankin Modern Wealth Management, LLC | 73,316 | $4.31M | $4.17M | -$136,028.46 | -3.16% |
 KKM Financial LLC KKM Financial LLC | 9,462 | $533,441.58 | $537,867.39 | $4,425.81 | 0.83% |
 Joseph C. Gissy Tactive Advisors, LLC | 16,277 | $925,360.78 | $925,266.06 | -$94.72 | -0.01% |
 Benj Foor Frazier Financial Advisors, LLC | 17 | $954 | $966.79 | $12.79 | 1.34% |
 Angela Kelley HTLF Bank | 296,603 | $16.33M | $16.87M | $541,589.01 | 3.32% |
 Amir Har-El Savvy Advisors, Inc. | 15,962 | $909,041.76 | $907,838.75 | -$1,203.01 | -0.13% |
 David W. Lewis Lewis Asset Management, LLC | 57,836 | $3.26M | $3.29M | $26,745.33 | 0.82% |
