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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
501
Riverbend Wealth Management
South Carolina
$2.79M +$280K +4,813 +11%
LAM
502
Lifestyle Asset Management
Texas
$2.78M +$87.5K +1,504 +3%
WC
503
Weil Company
California
$2.77M +$38.7K +666 +1%
TWP
504
Tyche Wealth Partners
Texas
$2.76M +$295K +5,069 +12%
CWP
505
Concord Wealth Partners
Virginia
$2.74M +$1.39M +23,823 +97%
S4W
506
Solutions 4 Wealth
Texas
$2.73M +$331K +5,687 +13%
BFS
507
Bradley Foster & Sargent
Connecticut
$2.72M -$781K -13,428 -22%
OPWM
508
Oxinas Partners Wealth Management
Indiana
$2.72M +$242K +4,168 +10%
CG
509
Caprock Group
Idaho
$2.72M +$127K +2,186 +5%
PCA
510
Pallas Capital Advisors
Massachusetts
$2.71M -$168K -2,896 -6%
TA
511
TrueWealth Advisors
Alabama
$2.7M +$8.9K +153 +0.3%
AAG
512
Armstrong Advisory Group
Massachusetts
$2.66M -$169K -2,897 -6%
CW
513
Cedarwood Wealth
Colorado
$2.65M +$506K +8,698 +23%
HIA
514
Harbor Investment Advisory
Maryland
$2.64M -$69.2K -1,189 -2%
WCP
515
Wealthcare Capital Partners
Pennsylvania
$2.63M +$117K +2,012 +5%
RMC
516
Ring Mountain Capital
California
$2.63M +$226K +3,893 +9%
RC
517
Rahlfs Capital
Texas
$2.62M – – –
GSEP
518
Golden State Equity Partners
California
$2.62M +$2.44M +42,011 +1,006%
RIA
519
Regal Investment Advisors
Michigan
$2.62M +$21.1K +362 +0.8%
SKK
520
Shepherd Kaplan Krochuk
Massachusetts
$2.61M -$113K -1,937 -4%
BCA
521
Bay Capital Advisors
Virginia
$2.6M -$95.5K -1,641 -3%
GA
522
GFS Advisors
Texas
$2.59M -$68.6K -1,180 -3%
S
523
Sachetta
Massachusetts
$2.59M +$67.9K +1,167 +3%
SW
524
SlateStone Wealth
Florida
$2.57M -$941K -16,176 -26%
VHAM
525
Van Hulzen Asset Management
California
$2.56M +$309K +5,310 +13%
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