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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
451
SkyOak Wealth
Michigan
$3.29M +$110K +1,977 +4%
BFS
452
Bradley Foster & Sargent
Connecticut
$3.28M +$3.2M +57,683 New
SW
453
SlateStone Wealth
Florida
$3.27M +$7.26K +131 +0.2%
OBWG
454
Onyx Bridge Wealth Group
New York
$3.26M +$298K +5,381 +10%
PP
455
Prudential plc
United Kingdom
$3.25M +$38.8K +700 +1%
SEIA
456
Signature Estate & Investment Advisors
California
$3.24M +$143K +2,582 +5%
BA
457
Bristlecone Advisors
Washington
$3.23M +$132K +2,383 +4%
PD
458
Planning Directions
Pennsylvania
$3.22M +$23.5K +425 +0.8%
FFS
459
Fortress Financial Solutions
Arizona
$3.22M +$227K +4,104 +8%
SCA
460
Scott Capital Advisors
Oregon
$3.13M +$232K +4,191 +8%
HA
461
Herold Advisors
New York
$3.13M +$102K +1,850 +3%
NS
462
NBC Securities
Alabama
$3.12M +$205K +3,709 +7%
SCM
463
Schnieders Capital Management
California
$3.09M +$3.01M +54,408 New
BAM
464
Bellevue Asset Management
Washington
$3.09M -$6.2K -112 -0.2%
SF
465
Slagle Financial
Illinois
$3.06M +$2.99M +53,904 New
JIP
466
Jaffetilchin Investment Partners
Florida
$3.06M +$193K +3,483 +7%
MSFS
467
Main Street Financial Solutions
Pennsylvania
$3.05M +$2.01M +36,369 +209%
NW
468
NewEdge Wealth
Pennsylvania
$3.04M -$1.23M -22,229 -29%
LA
469
LexAurum Advisors
Kansas
$3.04M +$574K +10,367 +24%
WC
470
Weil Company
California
$3.04M -$1.22M -22,031 -29%
KWM
471
KFG Wealth Management
Indiana
$3.04M +$629K +11,359 +27%
IFS
472
Integrated Financial Solutions
Virginia
$3.02M +$2.94M +53,162 New
VA
473
Valmark Advisers
Ohio
$3M +$1.24M +22,413 +74%
IA
474
Integrity Alliance
Iowa
$2.99M -$842K -15,197 -22%
MWA
475
Moser Wealth Advisors
Washington
$2.97M -$24.9K -450 -0.9%
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