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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
351
Meeder Advisory Services
Ohio
$2.75M +$14K +257 +0.5%
EWM
352
Executive Wealth Management
Michigan
$2.72M +$411K +7,522 +18%
AWA
353
Acorn Wealth Advisors
Michigan
$2.72M +$1.14M +20,898 +74%
FWM
354
Fortress Wealth Management
California
$2.72M -$1.94M -35,480 -42%
OWM
355
OneAscent Wealth Management
Alabama
$2.71M -$209K -3,832 -7%
EIA
356
Edgemoor Investment Advisors
Maryland
$2.71M +$51.3K +939 +2%
MWM
357
Mascoma Wealth Management
New Hampshire
$2.69M -$247K -4,530 -9%
AWM
358
Avaii Wealth Management
Wisconsin
$2.67M -$130K -2,373 -5%
RRA
359
Round Rock Advisors
Connecticut
$2.67M +$321K +5,871 +14%
SFA
360
Source Financial Advisors
New York
$2.66M +$921K +16,872 +54%
BWA
361
Beam Wealth Advisors
Louisiana
$2.64M +$227K +4,163 +10%
MAG
362
Members Advisory Group
New York
$2.59M +$291K +5,331 +13%
PFA
363
Plotkin Financial Advisors
Maryland
$2.57M +$161K +2,942 +7%
CA
364
Continuum Advisory
Idaho
$2.54M +$128K +2,347 +5%
AWS
365
AJ Wealth Strategies
New York
$2.52M -$43K -787 -2%
LTL
366
Lowery Thomas LLC
California
$2.5M +$372K +6,806 +18%
CA
367
Claro Advisors
Massachusetts
$2.46M +$47.7K +874 +2%
CWP
368
Concord Wealth Partners
Virginia
$2.45M +$2.04M +37,352 +539%
CG
369
Caprock Group
Idaho
$2.44M +$57.2K +1,047 +2%
OHWP
370
Oak Harbor Wealth Partners
North Carolina
$2.42M +$153K +2,805 +7%
E
371
ETFidea
New York
$2.41M +$54.4K +996 +2%
PFG
372
Prosperity Financial Group
California
$2.4M +$57.6K +1,055 +2%
CFA
373
Cahill Financial Advisors
Minnesota
$2.39M +$146K +2,673 +7%
VC
374
Vicus Capital
Pennsylvania
$2.38M +$1.24M +22,669 +111%
LFAS
375
Level Four Advisory Services
Texas
$2.38M +$1.18M +21,662 +102%
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