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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
401
LifeWealth Investments
Florida
$3.78M +$1.46M +25,012 +61%
SMC
402
Smith, Moore & Co
Missouri
$3.77M +$112K +1,914 +3%
CA
403
Claro Advisors
Massachusetts
$3.77M +$510K +8,757 +15%
GSEP
404
Golden State Equity Partners
California
$3.77M -$117K -2,001 -3%
PWP
405
Private Wealth Partners
California
$3.74M +$1.7M +29,096 +80%
RA
406
RFG Advisory
Alabama
$3.71M +$433K +7,434 +13%
FFP
407
FourThought Financial Partners
Florida
$3.65M +$87.5K +1,502 +2%
FF
408
Fairway Financial
Florida
$3.64M -$52.8K -906 -1%
NC
409
Napatree Capital
Rhode Island
$3.64M +$246K +4,221 +7%
SWP
410
Semus Wealth Partners
Florida
$3.62M +$241K +4,139 +7%
WA
411
Whipplewood Advisors
Colorado
$3.62M -$876K -15,030 -40%
RSWM
412
Robertson Stephens Wealth Management
California
$3.6M -$323K -5,539 -8%
LHC
413
Little House Capital
Massachusetts
$3.6M +$3.67M +62,918 New
CFG
414
Citizens Financial Group
Rhode Island
$3.58M +$2.35M +40,279 +180%
ICP
415
Interchange Capital Partners
Pennsylvania
$3.57M +$30.5K +524 +0.8%
RFWA
416
RPg Family Wealth Advisory
Massachusetts
$3.54M +$388K +6,654 +12%
GFG
417
Goldstone Financial Group
Illinois
$3.51M -$409K -7,025 -10%
WMA
418
West Michigan Advisors
Michigan
$3.47M +$133K +2,280 +4%
DOA
419
D'Orazio & Associates
Virginia
$3.46M -$67.9K -1,165 -2%
SCA
420
Sulzberger Capital Advisors
Florida
$3.41M -$1.68M -28,915 -33%
ATPW
421
Ashton Thomas Private Wealth
Arizona
$3.38M -$663K -11,379 -16%
AC
422
AIFG Consultants
New York
$3.36M -$185K -3,172 -5%
BCA
423
Bay Capital Advisors
Virginia
$3.35M +$228K +3,919 +7%
PWM
424
Perigon Wealth Management
California
$3.35M -$574K -9,853 -14%
EWA
425
Evolution Wealth Advisors
Florida
$3.34M -$274K -4,710 -7%
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