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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
276
DeDora Capital
California
$6.74M +$1.28M +22,482 +24%
CA
277
Continuum Advisory
Idaho
$6.68M +$1.22M +21,479 +22%
HWA
278
Heritage Wealth Architects
Minnesota
$6.64M +$1.62M +28,504 +32%
CFSG
279
Community Financial Services Group
Vermont
$6.63M +$165K +2,904 +3%
SB
280
Strategic Blueprint
Georgia
$6.57M -$157K -2,766 -2%
DWP
281
Daymark Wealth Partners
Ohio
$6.54M -$952K -16,769 -13%
LWA
282
Lowe Wealth Advisors
Maryland
$6.51M -$93.4K -1,645 -1%
KIG
283
Kennedy Investment Group
New Jersey
$6.45M +$240K +4,230 +4%
CAWM
284
Capital Advisors Wealth Management
Washington
$6.41M +$351K +6,188 +6%
PWP
285
Principle Wealth Partners
Connecticut
$6.38M +$2.16K +38 +0%
BAG
286
Bridgewealth Advisory Group
California
$6.36M +$492K +8,672 +8%
AIC
287
Archer Investment Corporation
Indiana
$6.34M +$377K +6,637 +6%
PPWM
288
Perissos Private Wealth Management
Oklahoma
$6.28M +$47.9K +844 +0.8%
AI
289
Atria Investments
North Carolina
$6.25M -$3.85M -67,725 -38%
ABWM
290
Alpine Bank Wealth Management
Colorado
$6.24M +$306K +5,392 +5%
SW
291
SMART Wealth
Nebraska
$6.13M -$2.39M -42,078 -28%
AWA
292
Arkadios Wealth Advisors
Georgia
$6.11M +$1.55M +27,251 +34%
AIA
293
Armor Investment Advisors
North Carolina
$6.1M -$4.28M -75,320 -41%
IIA
294
Integrity Investment Advisors
Colorado
$6.03M -$773K -13,609 -11%
SWM
295
Spire Wealth Management
Virginia
$5.99M -$2.99M -52,651 -33%
VWM
296
Vivid Wealth Management
Iowa
$5.98M +$134K +2,364 +2%
SFS
297
Sowell Financial Services
Arkansas
$5.91M -$66.6K -1,173 -1%
HNB
298
Huntington National Bank
Ohio
$5.9M – – –
SAA
299
Southeast Asset Advisors
Georgia
$5.85M -$477K -8,404 -8%
FFWA
300
FRG Family Wealth Advisors
Washington
$5.83M -$1.23M -21,739 -18%
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