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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
301
Larson Financial Group
Missouri
$6.07M +$840K +14,140 +15%
MA
302
MBA Advisors
Pennsylvania
$6.03M +$181K +3,051 +3%
EWM
303
Evermay Wealth Management
Virginia
$6.03M -$124K -2,088 -2%
TW
304
TrinityPoint Wealth
Connecticut
$6M +$213K +3,582 +4%
GVAG
305
Great Valley Advisor Group
Delaware
$6M +$2.85M +47,971 +85%
SFS
306
Sowell Financial Services
Arkansas
$5.97M -$2.15M -36,284 -26%
VWM
307
Vivid Wealth Management
Iowa
$5.96M +$150K +2,528 +3%
SWA
308
Stratos Wealth Advisors
Ohio
$5.95M -$135K -2,276 -2%
TNB
309
Thomasville National Bank
Georgia
$5.92M +$366K +6,170 +6%
PPWM
310
Perissos Private Wealth Management
Oklahoma
$5.88M +$519K +8,734 +9%
EFS
311
Essex Financial Services
Connecticut
$5.86M +$360K +6,063 +6%
MC
312
Moors & Cabot
Massachusetts
$5.86M -$232K -3,903 -4%
EWM
313
Executive Wealth Management
Michigan
$5.85M +$94.4K +1,590 +2%
MF
314
Montis Financial
Massachusetts
$5.83M +$440K +7,414 +8%
KIG
315
Kennedy Investment Group
New Jersey
$5.82M +$211K +3,550 +4%
PI
316
PFG Investments
New York
$5.8M +$486K +8,186 +9%
VAM
317
Vienna Asset Management
California
$5.77M +$308K +5,180 +5%
MAG
318
Members Advisory Group
New York
$5.72M +$561K +9,454 +11%
SIAP
319
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.71M +$490K +8,256 +9%
CAWM
320
Capital Advisors Wealth Management
Washington
$5.65M +$46.4K +781 +0.8%
SAA
321
Southeast Asset Advisors
Georgia
$5.64M +$528K +8,895 +10%
SB
322
Strategic Blueprint
Georgia
$5.64M +$1.13M +18,982 +24%
SWP
323
Strategic Wealth Partners
Ohio
$5.57M +$533K +8,970 +11%
MWM
324
Modern Wealth Management
Kansas
$5.55M +$5.73M +96,531 New
CIAS
325
Capital Investment Advisory Services
North Carolina
$5.52M +$793K +13,359 +16%
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