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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
376
Waverly Advisors
Alabama
$3.56M +$695K +12,342 +25%
FIA
377
Foundations Investment Advisors
Arizona
$3.55M +$1.47M +26,043 +74%
CFSG
378
Community Financial Services Group
Vermont
$3.47M +$3.37M +59,891 New
VWM
379
Vivid Wealth Management
Iowa
$3.45M +$72.3K +1,283 +2%
AC
380
Avestar Capital
New York
$3.44M -$975K -17,303 -23%
SAS
381
Stelac Advisory Services
New York
$3.43M -$204K -3,627 -6%
SW
382
SMART Wealth
Nebraska
$3.43M +$3.08M +54,671 +1,181%
PPWM
383
Perissos Private Wealth Management
Oklahoma
$3.39M +$3.3M +58,592 New
MAWA
384
Moss Adams Wealth Advisors
Washington
$3.38M -$50.2M -891,804 -94%
EFG
385
Ehrlich Financial Group
California
$3.38M +$489K +8,686 +17%
WAM
386
Weinberger Asset Management
California
$3.36M -$40.2K -713 -1%
NLP
387
Next Level Private
New York
$3.34M +$863K +15,312 +36%
NA
388
Nordwand Advisors
Pennsylvania
$3.32M +$1.18M +21,025 +58%
CIAS
389
Capital Investment Advisory Services
North Carolina
$3.31M +$443K +7,865 +16%
TA
390
TrueWealth Advisors
Alabama
$3.3M -$621K -11,026 -16%
NEWAS
391
N.E.W. Advisory Services
Wisconsin
$3.3M +$737K +13,081 +30%
JFG
392
Jefferies Financial Group
New York
$3.29M -$36.4K -646 -1%
MAS
393
Meeder Advisory Services
Ohio
$3.28M +$252K +4,466 +9%
BFA
394
Beaumont Financial Advisors
Massachusetts
$3.27M -$12.6M -224,094 -80%
TW
395
Transform Wealth
Colorado
$3.26M -$803K -14,260 -20%
NFG
396
Northeast Financial Group
Pennsylvania
$3.25M +$143K +2,544 +5%
KA
397
Kovack Advisors
Florida
$3.24M +$1.52M +26,930 +92%
ICP
398
Interchange Capital Partners
Pennsylvania
$3.24M +$85.2K +1,512 +3%
H
399
HoyleCohen
California
$3.22M +$861K +15,278 +38%
OHWP
400
Oak Harbor Wealth Partners
North Carolina
$3.21M +$157K +2,782 +5%
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16
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