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JPMorgan Equity Premium Income Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Chilton Investment Chilton Investment Co Inc. | 16,813 | $952,961 | $951,195.47 | -$1,765.53 | -0.19% |
 Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 32,920 | $1.85M | $1.86M | $12,666.05 | 0.68% |
 SkyOak Wealth SkyOak Wealth LLC | 58,839 | $3.34M | $3.33M | -$13,264.59 | -0.4% |
| YA Yinka Akinsola Blue Trust Inc. | 38,916 | $2.23M | $2.2M | -$29,629.65 | -1.33% |
 Jeff Ameen Spire Wealth Management | 110,171 | $6.26M | $6.23M | -$22,454.04 | -0.36% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 9,441 | $543,566.82 | $534,691.03 | -$8,875.79 | -1.63% |
 Daren Blonski Fermata Advisors LLC | 240,393 | $13.82M | $13.6M | -$214,156.58 | -1.55% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 23,652 | $1.35M | $1.34M | -$12,318.98 | -0.91% |
 Kyle P. Smith NewEdge Wealth LLC | 75,224 | $4.35M | $4.26M | -$98,153.56 | -2.25% |
 John Ledford FWG Holdings LLC | 35,760 | $2M | $2.02M | $27,880.04 | 1.4% |
 Jessica Clark Caerus Investment Advisors LLC | 33,078 | $1.9M | $1.87M | -$25,572.87 | -1.35% |
| SL Shad Lamm Keystone Wealth Services LLC | 13,225 | $749,593 | $748,665.93 | -$927.07 | -0.12% |
| DM Dipen Mehta Invst LLC | 43,503 | $2.48M | $2.46M | -$19,651.37 | -0.79% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 130,858 | $7.42M | $7.41M | -$9,173.15 | -0.12% |
| TCL Therese C.D. Linden Bank of New Hampshire | 6,556 | $380,445.56 | $370,512.34 | -$9,933.22 | -2.61% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 16,091 | $918,585.86 | $910,428.78 | -$8,157.08 | -0.89% |
 Maree Sgro BG Investment Services Inc. | 80,630 | $4.58M | $4.56M | -$20,030.38 | -0.44% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 13,061 | $739,789.28 | $738,991.38 | -$797.9 | -0.11% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 8,128 | $479,482.27 | $460,125.27 | -$19,357 | -4.04% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 66,086 | $3.81M | $3.74M | -$69,493.79 | -1.82% |
