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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
401
Vigilare Wealth Management
Arizona
$3.03M +$1.25M +22,096 +70%
SFWA
402
Summit Financial Wealth Advisors
Louisiana
$3.03M +$1.04M +18,355 +52%
TW
403
Transform Wealth
Colorado
$3.02M -$176K -3,114 -6%
IFAM
404
Institutional & Family Asset Management
Colorado
$3.01M +$109K +1,934 +4%
AF
405
Advisornet Financial
Minnesota
$2.98M +$723K +12,788 +32%
LFAS
406
Level Four Advisory Services
Texas
$2.98M +$495K +8,751 +20%
BWP
407
Balboa Wealth Partners
Arizona
$2.97M +$298K +5,264 +11%
BAM
408
Bellevue Asset Management
Washington
$2.97M +$33.9K +599 +1%
KFS
409
Kelly Financial Services
Massachusetts
$2.97M -$1.61M -28,417 -35%
SWP
410
Semus Wealth Partners
Florida
$2.94M +$103K +1,825 +4%
GIA
411
Gladstone Institutional Advisory
Florida
$2.89M +$179K +3,167 +7%
RA
412
RFG Advisory
Alabama
$2.87M +$128K +2,268 +5%
BWA
413
Beam Wealth Advisors
Louisiana
$2.86M +$144K +2,552 +5%
CA
414
Claro Advisors
Massachusetts
$2.85M +$155K +2,736 +6%
RFWA
415
RPg Family Wealth Advisory
Massachusetts
$2.82M -$24.3K -430 -0.9%
GWM
416
Greenwich Wealth Management
Connecticut
$2.82M +$1.13K +20 +0%
CCFM
417
Clear Creek Financial Management
Washington
$2.77M -$109K -1,929 -4%
GM
418
GeoWealth Management
Illinois
$2.76M -$2M -35,400 -42%
NC
419
Napatree Capital
Rhode Island
$2.75M +$648K +11,451 +31%
HWM
420
HB Wealth Management
Georgia
$2.74M -$69.2K -1,223 -2%
EH
421
Equitable Holdings
New York
$2.73M +$207K +3,657 +8%
HA
422
Herold Advisors
New York
$2.72M +$58.4K +1,032 +2%
RFA
423
Register Financial Advisors
Georgia
$2.72M +$272K +4,806 +11%
CFG
424
Carr Financial Group
Massachusetts
$2.71M -$77.4K -1,369 -3%
GF
425
Gries Financial
Ohio
$2.68M +$194K +3,429 +8%
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