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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
326
AlphaStar Capital Management
North Carolina
$3.54M -$157K -2,854 -4%
IWN
327
Independent Wealth Network
Iowa
$3.54M +$305K +5,544 +9%
BAM
328
Belpointe Asset Management
Nevada
$3.49M +$278K +5,040 +8%
WIM
329
WealthPlan Investment Management
Nebraska
$3.45M +$1.46M +26,527 +70%
JFG
330
Jefferies Financial Group
New York
$3.45M +$222K +4,037 +7%
KIG
331
Kennedy Investment Group
New Jersey
$3.43M +$372K +6,749 +12%
VAS
332
Vestmark Advisory Solutions
Massachusetts
$3.41M -$2.72M -49,381 -44%
SWM
333
Silverlake Wealth Management
Vermont
$3.4M +$190K +3,448 +6%
MFS
334
Madrona Financial Services
Washington
$3.4M +$2.66M +48,286 +319%
HWM
335
HB Wealth Management
Georgia
$3.37M -$20.9K -379 -0.6%
LAM
336
Lifestyle Asset Management
Texas
$3.36M +$346K +6,271 +11%
CW
337
Channel Wealth
California
$3.34M +$77.9K +1,414 +2%
SWP
338
Semus Wealth Partners
Florida
$3.28M +$316K +5,739 +10%
BWM
339
BCGM Wealth Management
Indiana
$3.28M -$384K -6,969 -10%
FFWA
340
FRG Family Wealth Advisors
Washington
$3.22M +$1.02M +18,493 +45%
PAG
341
Paladin Advisory Group
Iowa
$3.21M +$43.5K +789 +1%
WAM
342
Weinberger Asset Management
California
$3.19M +$70.1K +1,272 +2%
SFG
343
SevenBridge Financial Group
Pennsylvania
$3.18M +$441K +8,009 +16%
AFP
344
Alpha Financial Partners
Kentucky
$3.18M +$24.6K +446 +0.8%
WFAG
345
Worth Financial Advisory Group
North Carolina
$3.18M +$201K +3,653 +7%
HI
346
Harbour Investments
Wisconsin
$3.18M +$354K +6,433 +12%
WAOI
347
Wealth Advisors of Iowa
Iowa
$3.17M +$2.5M +45,284 +324%
TCM
348
Triumph Capital Management
Colorado
$3.11M +$146K +2,643 +5%
EWM
349
Executive Wealth Management
Michigan
$3.1M +$485K +8,795 +18%
TW
350
TrinityPoint Wealth
Connecticut
$3.07M +$213K +3,872 +7%
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