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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
376
ICA Group Wealth Management
Colorado
$2.64M +$498K +9,034 +22%
BWA
377
Beam Wealth Advisors
Louisiana
$2.63M +$81.4K +1,478 +3%
CA
378
Continuum Advisory
Idaho
$2.58M +$130K +2,366 +5%
FWM
379
Fortress Wealth Management
California
$2.57M -$57.4K -1,041 -2%
TGAM
380
TBH Global Asset Management
Tennessee
$2.56M +$955K +17,336 +57%
EP
381
Eudaimonia Partners
Tennessee
$2.54M -$970K -17,605 -27%
OWM
382
OneAscent Wealth Management
Alabama
$2.54M -$91.5K -1,660 -3%
EH
383
Equitable Holdings
New York
$2.53M +$840K +15,244 +48%
CA
384
Claro Advisors
Massachusetts
$2.5M +$130K +2,368 +5%
MWM
385
Mascoma Wealth Management
New Hampshire
$2.49M -$113K -2,046 -4%
AWA
386
Acorn Wealth Advisors
Michigan
$2.44M -$190K -3,440 -7%
RCM
387
Rain Capital Management
Oregon
$2.43M -$376K -6,828 -13%
M1FG
388
Mach-1 Financial Group
Arkansas
$2.43M +$226K +4,101 +10%
CFA
389
Cahill Financial Advisors
Minnesota
$2.42M +$105K +1,908 +4%
AWM
390
Avaii Wealth Management
Wisconsin
$2.41M -$174K -3,155 -7%
VC
391
Vicus Capital
Pennsylvania
$2.41M +$109K +1,973 +5%
KFS
392
Kelly Financial Services
Massachusetts
$2.39M +$1.48M +26,946 +152%
CIAS
393
Capital Investment Advisory Services
North Carolina
$2.37M +$865K +15,703 +55%
GRP
394
Global Retirement Partners
California
$2.36M +$2.04M +36,951 +480%
E
395
ETFidea
New York
$2.33M -$55 -1 -0%
BWP
396
Balboa Wealth Partners
Arizona
$2.33M +$198K +3,595 +9%
RC
397
Rovin Capital
Arizona
$2.31M -$527K -9,570 -18%
RFA
398
Register Financial Advisors
Georgia
$2.3M +$366K +6,637 +18%
CWA
399
Clarity Wealth Advisors
California
$2.29M +$5.73K +104 +0.2%
SFA
400
Source Financial Advisors
New York
$2.29M -$299K -5,426 -11%
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