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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
326
Madrona Financial Services
Washington
$4.39M -$273K -4,844 -6%
CWA
327
Consilium Wealth Advisory
Texas
$4.34M +$22.3K +396 +0.5%
SW
328
Simplicity Wealth
New Jersey
$4.32M +$4.2M +74,601 New
RCA
329
Reitz Capital Advisors
Michigan
$4.3M – – –
KWA
330
Kingswood Wealth Advisors
California
$4.23M -$533K -9,461 -11%
IWN
331
Independent Wealth Network
Iowa
$4.22M -$29.5K -523 -0.7%
CF
332
Centaurus Financial
California
$4.19M +$305K +5,415 +8%
LWM
333
Lionsbridge Wealth Management
Florida
$4.18M +$63.3K +1,123 +2%
SW
334
SlateStone Wealth
Florida
$4.18M +$101K +1,801 +3%
CWG
335
Cornerstone Wealth Group
North Carolina
$4.18M +$128K +2,266 +3%
FW
336
Fairway Wealth
Ohio
$4.15M +$2.03M +35,982 +101%
EWM
337
Executive Wealth Management
Michigan
$4.15M +$86.2K +1,530 +2%
MCC
338
Money Concepts Capital
Florida
$4.13M +$253K +4,494 +7%
IGWM
339
ICA Group Wealth Management
Colorado
$4.12M +$583K +10,340 +17%
MCM
340
MAI Capital Management
Ohio
$4.1M -$783K -13,894 -16%
PFPT
341
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.1M +$1.37M +24,383 +52%
SAA
342
Southeast Asset Advisors
Georgia
$4.04M +$3.93M +69,812 New
BFG
343
Bleakley Financial Group
New Jersey
$4.03M -$379K -6,733 -9%
PGAM
344
Princeton Global Asset Management
New Jersey
$4.01M -$18.6K -330 -0.5%
FWM
345
Focused Wealth Management
New York
$3.99M +$39.4K +700 +1%
IP
346
Ignite Planners
California
$3.97M -$85.3K -1,514 -2%
SWM
347
StoneCrest Wealth Management
Arizona
$3.96M +$265K +4,707 +7%
WFAG
348
Worth Financial Advisory Group
North Carolina
$3.89M +$58K +1,030 +2%
LAM
349
Lifestyle Asset Management
Texas
$3.86M +$75.1K +1,333 +2%
BAM
350
Belpointe Asset Management
Nevada
$3.83M +$1.17M +20,765 +46%
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