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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
301
Vivid Wealth Management
Iowa
$6.07M +$158K +2,708 +3%
OPAM
302
Ocean Park Asset Management
California
$6.06M -$9.5M -163,100 -61%
SFS
303
Sowell Financial Services
Arkansas
$5.97M +$44.6K +766 +0.7%
BEI
304
Benjamin Edwards Inc
Missouri
$5.96M +$1.04M +17,838 +21%
PPWM
305
Perissos Private Wealth Management
Oklahoma
$5.95M +$119K +2,038 +2%
CAWM
306
Capital Advisors Wealth Management
Washington
$5.95M +$345K +5,918 +6%
MWM
307
Modern Wealth Management
Kansas
$5.94M +$437K +7,498 +8%
NEWAS
308
N.E.W. Advisory Services
Wisconsin
$5.94M +$1.86M +31,858 +44%
TNB
309
Thomasville National Bank
Georgia
$5.93M +$52.3K +897 +0.9%
KCPT
310
Kingstone Capital Partners Texas
Texas
$5.93M +$556K +9,539 +10%
GWA
311
GGM Wealth Advisors
Maryland
$5.91M -$502K -8,624 -7%
AI
312
Atria Investments
North Carolina
$5.88M -$3.37M -57,817 -36%
MC
313
Moors & Cabot
Massachusetts
$5.88M +$66.2K +1,137 +1%
EWM
314
Evermay Wealth Management
Virginia
$5.88M -$78.8K -1,352 -1%
SAA
315
Southeast Asset Advisors
Georgia
$5.85M +$254K +4,366 +4%
APW
316
Aventura Private Wealth
Florida
$5.79M -$636K -10,921 -10%
CWG
317
Cornerstone Wealth Group
North Carolina
$5.78M +$1.44M +24,783 +32%
CFA
318
Cahill Financial Advisors
Minnesota
$5.78M +$375K +6,434 +7%
TPW
319
Turn8 Private Wealth
$5.78M -$2.85M -48,893 -33%
ZI
320
ZEGA Investments
Florida
$5.71M +$3.82M +65,486 +190%
WCFA
321
Walkner Condon Financial Advisors
Wisconsin
$5.71M -$1.26M -21,645 -18%
EFS
322
Essex Financial Services
Connecticut
$5.67M -$156K -2,670 -3%
KFP
323
KMG Fiduciary Partners
Ohio
$5.52M -$519K -8,912 -8%
CA
324
Continuum Advisory
Idaho
$5.48M +$537K +9,212 +11%
AIC
325
Archer Investment Corporation
Indiana
$5.48M +$832K +14,283 +18%
11 12
13
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