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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
376
Merkkuri Wealth Advisors
New York
$4.18M +$63.6K +1,091 +2%
TW
377
Trajan Wealth
Arizona
$4.17M +$138K +2,376 +3%
CA
378
Calton & Associates
Florida
$4.17M +$4.02M +69,059 +1,790%
SWP
379
Summit Wealth Partners
Florida
$4.13M -$67.1K -1,151 -2%
PCM
380
Parsons Capital Management
Rhode Island
$4.12M +$3.1M +53,203 +282%
SIC
381
SFE Investment Counsel
California
$4.09M +$4.17M +71,564 New
MPW
382
Monterey Private Wealth
California
$4.04M +$908K +15,579 +28%
WKWM
383
Walter & Keenan Wealth Management
Indiana
$4.03M +$339K +5,820 +9%
MCC
384
Money Concepts Capital
Florida
$4.01M +$629K +10,800 +18%
SFG
385
Snider Financial Group
Washington
$4M +$166K +2,852 +4%
SWM
386
StoneCrest Wealth Management
Arizona
$3.99M +$108K +1,857 +3%
RFN
387
RDA Financial Network
Iowa
$3.99M +$113K +1,938 +3%
RGF
388
Retirement Guys Formula
Ohio
$3.97M -$6.46M -110,827 -61%
WFAG
389
Worth Financial Advisory Group
North Carolina
$3.94M -$42.7K -733 -1%
PA
390
Procyon Advisors
Connecticut
$3.92M -$865K -14,844 -18%
IA
391
IFP Advisors
Florida
$3.92M -$3.95M -67,815 -50%
WAM
392
Weinberger Asset Management
California
$3.92M +$11.1K +191 +0.3%
CPL
393
CAP Partners LLC
Tennessee
$3.92M +$163K +2,798 +4%
IA
394
Integrity Alliance
Iowa
$3.87M +$3.95M +67,798 New
HA
395
Helium Advisors
Washington
$3.87M +$1.49M +25,493 +60%
WCM
396
Windsor Capital Management
Arizona
$3.83M +$3.47M +59,541 +787%
CWM
397
Congress Wealth Management
Massachusetts
$3.8M +$3.19M +54,747 +475%
4A
398
4Wealth Advisors
Illinois
$3.79M +$224K +3,849 +6%
AFP
399
Ausdal Financial Partners
Iowa
$3.79M +$413K +7,097 +12%
IPA
400
Investment Planning Advisors
Georgia
$3.78M -$84.4K -1,449 -2%
14 15
16
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