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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
451
NewEdge Wealth
Pennsylvania
$2.16M +$494K +9,170 +30%
LCWP
452
Legacy Capital Wealth Partners
Arkansas
$2.13M -$203K -3,774 -9%
FHC
453
First Heartland Consultants
Missouri
$2.12M -$2.4M -44,559 -61%
OPWM
454
Oxinas Partners Wealth Management
Indiana
$2.12M +$59.3K +1,099 +3%
WE
455
Wealth Effects
Massachusetts
$2.11M +$112K +2,078 +6%
RFN
456
RDA Financial Network
Iowa
$2.09M +$1.71M +31,761 +503%
NC
457
Napatree Capital
Rhode Island
$2.09M +$2.05M +38,030 New
GAM
458
Gotham Asset Management
New York
$2.09M – – –
BA
459
Bridge Advisory
California
$2.04M -$79.6K -1,477 -4%
TWC
460
TD Waterhouse Canada
Ontario, Canada
$2.01M +$855K +15,850 +83%
IWM
461
IHT Wealth Management
Illinois
$2.01M +$449K +8,333 +30%
OMC
462
Old Mission Capital
Illinois
$2M +$1.96M +36,427 New
NA
463
Nordwand Advisors
Pennsylvania
$1.99M +$1.96M +36,270 New
FIA
464
Foundations Investment Advisors
Arizona
$1.99M +$276K +5,111 +17%
SNB
465
Security National Bank
Nebraska
$1.99M +$303K +5,616 +18%
FW
466
Fairway Wealth
Ohio
$1.97M +$1.93M +35,766 New
AF
467
Advisornet Financial
Minnesota
$1.96M +$44.8K +830 +2%
SWP
468
Stratos Wealth Partners
Ohio
$1.95M +$812K +15,068 +74%
WKWM
469
Walter & Keenan Wealth Management
Indiana
$1.93M +$99.3K +1,842 +6%
LFGH
470
Lee Financial Group Hawaii
Hawaii
$1.91M +$143K +2,655 +8%
NPT
471
National Philanthropic Trust
Pennsylvania
$1.9M +$1.87M +34,597 New
AA
472
Ancora Advisors
Ohio
$1.89M +$659K +12,226 +55%
KIA
473
Kraematon Investment Advisors
Massachusetts
$1.88M -$99.6K -1,847 -5%
CIG
474
Cascade Investment Group
Colorado
$1.84M +$5.12K +95 +0.3%
GCM
475
Gables Capital Management
Florida
$1.84M +$23.5K +435 +1%
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