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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
BAG
351
Bauman Advisory Group
Nevada
$4.63M +$4.61M +80,815 New
TWM
352
Troutman Wealth Management
Pennsylvania
$4.62M +$4.61M +80,744 New
SWP
353
Summit Wealth Partners
Florida
$4.62M +$18.7K +327 +0.4%
MCC
354
Money Concepts Capital
Florida
$4.61M +$104K +1,821 +2%
LI
355
LifeWealth Investments
Florida
$4.58M -$4.71M -82,530 -51%
MWM
356
Modern Wealth Management
Kansas
$4.58M +$610K +10,689 +15%
CWP
357
Clark Wealth Partners
Illinois
$4.53M – – –
SFG
358
Snider Financial Group
Washington
$4.49M +$398K +6,973 +10%
USCWA
359
U.S. Capital Wealth Advisors
Texas
$4.46M -$242K -4,239 -5%
SIA
360
Soltis Investment Advisors
Utah
$4.46M +$1.04M +18,152 +30%
4A
361
4Wealth Advisors
Illinois
$4.46M +$44.8K +785 +1%
AC
362
AlphaCore Capital
California
$4.45M +$173K +3,027 +4%
BWM
363
Base Wealth Management
Florida
$4.44M +$455K +7,965 +11%
RFN
364
RDA Financial Network
Iowa
$4.44M -$36.9K -646 -0.8%
OBWG
365
Onyx Bridge Wealth Group
New York
$4.42M +$339K +5,936 +8%
WP
366
Wealthspan Partners
Iowa
$4.41M +$332K +5,818 +8%
IA
367
IFP Advisors
Florida
$4.4M -$275K -4,821 -6%
JPLA
368
Joseph P. Lucia & Associates
New York
$4.4M -$257K -4,497 -6%
LTL
369
Lowery Thomas LLC
California
$4.39M +$91.9K +1,609 +2%
IAS
370
Insigneo Advisory Services
Florida
$4.38M -$326K -5,711 -7%
SWM
371
Silverlake Wealth Management
Vermont
$4.37M +$135K +2,358 +3%
EFS
372
Essex Financial Services
Connecticut
$4.37M -$1.42M -24,798 -25%
TCMP
373
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.36M -$1.27M -22,225 -23%
PIWA
374
Prevail Innovative Wealth Advisors
Kansas
$4.36M -$2.54M -44,439 -37%
AW
375
Ankerstar Wealth
Texas
$4.36M +$4.31M +75,537 New
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15
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