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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
576
Heritage Wealth Architects
Minnesota
$2.06M -$123K -2,184 -6%
C
577
Croban
Ohio
$2.05M +$31K +549 +2%
IIA
578
Integral Investment Advisors
California
$2.04M +$75.5K +1,336 +4%
MPPLM
579
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.03M +$228K +4,028 +13%
GWS
580
Greykasell Wealth Strategies
California
$2.03M +$44.7K +792 +2%
TSS
581
Taylor Securities Services
Pennsylvania
$2.02M +$1.71M +30,330 +549%
LFA
582
LGT Financial Advisors
Texas
$2.02M -$271K -4,803 -12%
RDFA
583
Ritter Daniher Financial Advisory
Ohio
$2.02M -$966K -17,104 -32%
RCA
584
Resonant Capital Advisors
Wisconsin
$2.01M -$946K -16,745 -32%
BFA
585
Beaumont Financial Advisors
Massachusetts
$2.01M -$134K -2,375 -6%
EWA
586
Etesian Wealth Advisors
Oregon
$1.99M -$43.2K -764 -2%
KFP
587
Kerr Financial Planning
California
$1.99M -$139K -2,465 -7%
SWA
588
Stratos Wealth Advisors
Ohio
$1.99M -$122K -2,168 -6%
AGWCA
589
Annis Gardner Whiting Capital Advisors
Florida
$1.98M +$42.8K +758 +2%
CWMS
590
Cannon Wealth Management Services
North Carolina
$1.98M +$63.3K +1,120 +3%
BTI
591
Blue Trust Inc
Georgia
$1.96M -$237K -4,195 -11%
PP
592
PDS Planning
Ohio
$1.96M +$35.2K +624 +2%
NPT
593
National Philanthropic Trust
Pennsylvania
$1.95M +$60.7K +1,075 +3%
BAM
594
Bellevue Asset Management
Washington
$1.95M -$474K -8,387 -20%
AIM
595
Aspen Investment Management
Michigan
$1.94M +$221K +3,910 +13%
SW
596
SteelPeak Wealth
California
$1.93M +$161K +2,842 +9%
SW
597
Simplicity Wealth
New Jersey
$1.92M +$1.5M +26,553 +354%
WE
598
Wealth Effects
Massachusetts
$1.92M +$45K +797 +2%
UB
599
Umpqua Bank
Oregon
$1.9M +$90.4K +1,600 +5%
PWM
600
Purus Wealth Management
California
$1.9M -$349K -6,182 -16%
22 23
24
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