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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
276
SMART Wealth
Nebraska
$7.13M +$957K +16,432 +15%
GSIAS
277
Garden State Investment Advisory Services
New Jersey
$7.12M +$861K +14,782 +13%
NYLIM
278
New York Life Investment Management
New York
$7.07M +$2.01M +34,503 +39%
FWM
279
Forefront Wealth Management
Pennsylvania
$7.06M +$310K +5,318 +4%
CIAS
280
Capital Investment Advisory Services
North Carolina
$7M +$1.54M +26,518 +28%
PWP
281
Principle Wealth Partners
Connecticut
$6.96M +$550K +9,432 +8%
IFPG
282
Intrepid Financial Planning Group
Indiana
$6.95M +$327K +5,616 +5%
HAIM
283
Hunter Associates Investment Management
Pennsylvania
$6.91M +$54.4K +934 +0.8%
EWM
284
Evergreen Wealth Management
Michigan
$6.88M +$195K +3,340 +3%
KWA
285
Kingswood Wealth Advisors
California
$6.82M +$737K +12,658 +12%
DWP
286
Destiny Wealth Partners
Florida
$6.82M +$288K +4,946 +4%
IIA
287
Integrity Investment Advisors
Colorado
$6.81M +$6.94M +119,182 New
CW
288
Channel Wealth
California
$6.81M -$27.6K -474 -0.4%
FFWA
289
FRG Family Wealth Advisors
Washington
$6.8M +$1.38M +23,667 +25%
SIAP
290
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.75M +$1.1M +18,955 +19%
FA
291
Financial Alternatives
California
$6.72M +$293K +5,025 +4%
EB
292
Eastern Bank
Massachusetts
$6.7M -$836K -14,346 -11%
SB
293
Strategic Blueprint
Georgia
$6.64M +$1.07M +18,323 +19%
MA
294
MBA Advisors
Pennsylvania
$6.47M +$491K +8,436 +8%
LWA
295
Lowe Wealth Advisors
Maryland
$6.45M +$174K +2,984 +3%
CIA
296
Concurrent Investment Advisors
Florida
$6.45M +$1.17M +20,156 +22%
CFSG
297
Community Financial Services Group
Vermont
$6.37M +$1.79M +30,688 +38%
MFG
298
MidWestOne Financial Group
Iowa
$6.36M -$247K -4,232 -4%
PI
299
PFG Investments
New York
$6.34M +$588K +10,092 +10%
KIG
300
Kennedy Investment Group
New Jersey
$6.09M +$315K +5,403 +5%
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