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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
401
Little House Capital
Massachusetts
$3.82M +$64.6K +1,137 +2%
SAM
402
Smartleaf Asset Management
Massachusetts
$3.82M +$1.11M +19,550 +41%
MEAC
403
M.E. Allison & Co
Texas
$3.82M +$326K +5,739 +9%
FF
404
Fairway Financial
Florida
$3.81M +$57.5K +1,012 +2%
FFN
405
Focus Financial Network
Minnesota
$3.81M +$147K +2,586 +4%
MSA
406
Marino Stram & Associates
Massachusetts
$3.8M +$204K +3,585 +6%
PGAM
407
Princeton Global Asset Management
New Jersey
$3.78M -$63.8K -1,124 -2%
CWA
408
Clarity Wealth Advisors
California
$3.77M +$339K +5,968 +10%
SW
409
SkyOak Wealth
Michigan
$3.75M +$443K +7,796 +13%
RFWA
410
RPg Family Wealth Advisory
Massachusetts
$3.74M -$15.9K -280 -0.4%
VC
411
Vicus Capital
Pennsylvania
$3.7M -$3.76M -66,268 -51%
NLP
412
Next Level Private
New York
$3.69M -$155K -2,734 -4%
HIA
413
Harbor Investment Advisory
Maryland
$3.68M -$1.39M -24,512 -28%
CW
414
Channel Wealth
California
$3.67M -$1.16M -20,371 -24%
FFA
415
Fragasso Financial Advisors
Pennsylvania
$3.67M +$118K +2,080 +3%
RFA
416
Register Financial Advisors
Georgia
$3.65M +$48.6K +856 +1%
PA
417
Procyon Advisors
Connecticut
$3.65M -$82.9K -1,460 -2%
APW
418
Aventura Private Wealth
Florida
$3.62M -$651K -11,458 -15%
ICP
419
Interchange Capital Partners
Pennsylvania
$3.59M +$6.36K +112 +0.2%
BFS
420
Bradley Foster & Sargent
Connecticut
$3.56M +$266K +4,681 +8%
JCM
421
J2 Capital Management
Michigan
$3.56M -$1.45M -25,593 -29%
BWA
422
Beam Wealth Advisors
Louisiana
$3.55M +$66.7K +1,175 +2%
RW
423
Rockport Wealth
Ohio
$3.55M +$174K +3,068 +5%
AT
424
American Trust
Kentucky
$3.55M +$96.9K +1,706 +3%
IP
425
Ignite Planners
California
$3.54M +$59.6K +1,050 +2%
15 16
17
18 19