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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
476
Cherry Tree Wealth Management
Minnesota
$1.53M +$777K +14,102 +98%
PWM
477
Purus Wealth Management
California
$1.52M +$76.2K +1,383 +5%
IWM
478
IHT Wealth Management
Illinois
$1.51M +$378K +6,866 +32%
CWP
479
Concord Wealth Partners
Virginia
$1.5M -$902K -16,372 -37%
CA
480
Crewe Advisors
Utah
$1.49M +$417K +7,576 +38%
GGS
481
Galvin Gaustad & Stein
Arizona
$1.48M -$27.7K -502 -2%
AFP
482
Ausdal Financial Partners
Iowa
$1.48M -$18K -326 -1%
LA
483
LexAurum Advisors
Kansas
$1.47M +$1.51M +27,483 New
CAGAS
484
Capital Advisory Group Advisory Services
Minnesota
$1.44M +$250K +4,540 +20%
AR
485
Apeiron RIA
Texas
$1.42M – – –
SCA
486
Scott Capital Advisors
Oregon
$1.41M +$401K +7,285 +39%
CCA
487
Column Capital Advisors
Indiana
$1.39M – – –
CGA
488
Crescent Grove Advisors
Illinois
$1.35M +$397K +7,206 +40%
SS
489
Sunbelt Securities
Texas
$1.35M +$413K +7,502 +42%
CWM
490
Chronos Wealth Management
Florida
$1.35M +$30.3K +550 +2%
RWS
491
Resolute Wealth Strategies
Mississippi
$1.35M +$68.7K +1,246 +5%
FMTCOCP
492
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.34M +$1.11M +20,065 +401%
IAA
493
Independent Advisor Alliance
North Carolina
$1.34M +$399K +7,234 +41%
IFWM
494
Institute for Wealth Management
Colorado
$1.33M +$35.9K +651 +3%
WDG
495
Wealth Dimensions Group
Ohio
$1.32M +$31.9K +579 +2%
SIS
496
Sound Income Strategies
Florida
$1.32M +$46.8K +850 +4%
WAAG
497
Wealth Alliance Advisory Group
Kansas
$1.31M +$1.35M +24,519 New
BAG
498
Bridgewealth Advisory Group
California
$1.31M +$328K +5,950 +32%
RSWM
499
Robertson Stephens Wealth Management
California
$1.3M +$193K +3,497 +17%
GSEP
500
Golden State Equity Partners
California
$1.3M +$163K +2,963 +14%
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