Want to track JEPI and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
JPMorgan Equity Premium Income Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 6,094 | $348,850.87 | $346,474.37 | -$2,376.5 | -0.68% |
 Matthew Stead Sachetta, LLC | 45,624 | $2.61M | $2.58M | -$32,638.08 | -1.25% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 53,363 | $2.97M | $3.03M | $63,710.7 | 2.14% |
 Chandler te Velde Maia Wealth LLC | 21,221 | $1.23M | $1.21M | -$25,286.77 | -2.05% |
 Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 44,622 | $2.57M | $2.54M | -$29,559.84 | -1.15% |
 Kyle Bubeck Independence Asset Advisors, LLC | 23,867 | $1.36M | $1.35M | -$7,407.56 | -0.55% |
 Focus Financial Network Inc. Focus Financial Network, Inc. | 60,176 | $3.43M | $3.42M | -$5,726.77 | -0.17% |
 James Morris FMA Wealth Management, LLC | 48,880 | $2.71M | $2.78M | $67,258.07 | 2.48% |
 Jessica Riley Hale GC Wealth Management RIA, LLC | 28,152 | $1.61M | $1.59M | -$17,453.76 | -1.08% |
 Michael Herman Apollon Financial, LLC | 16,524 | $942,823.15 | $939,141.54 | -$3,681.61 | -0.39% |
 Chris Chatto Encompass More Asset Management | 13,550 | $784,863.04 | $766,659 | -$18,204.04 | -2.32% |
 David McNeely Darden Wealth Group Inc | 11,229 | $641,806.98 | $638,200.21 | -$3,606.77 | -0.56% |
 Christopher Griffith Stablepoint Partners, LLC | 8,092 | $458,504.72 | $459,908.82 | $1,404.1 | 0.31% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 29,109 | $1.66M | $1.65M | -$10,017.17 | -0.6% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 49,404 | $2.8M | $2.81M | $8,728.42 | 0.31% |
 Anne Wright Lummis Asset Management, LP | 163 | $9,330 | $9,263.29 | -$66.71 | -0.72% |
| FTM F. Thomas Mosley Mosley Wealth Management | 237,902 | $13.52M | $13.52M | $2,610.68 | 0.02% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 22,447 | $1.28M | $1.28M | -$1,607.6 | -0.13% |
 Seth Hodes Able Wealth Management LLC | 4,610 | $263,349.63 | $262,009.35 | -$1,340.28 | -0.51% |
 Kevin Kuhn Kuhn & Co Investment Counsel | 5,400 | $321,354 | $306,909 | -$14,445 | -4.5% |
