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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
576
Navis Wealth Advisors
New York
$400K – – –
CBFP
577
Cedar Brook Financial Partners
Ohio
$397K +$166K +3,060 +73%
TPWA
578
TRUE Private Wealth Advisors
Oregon
$395K +$16.2K +298 +4%
EFG
579
Everhart Financial Group
Ohio
$385K +$382K +7,045 New
TWM
580
Tanglewood Wealth Management
Texas
$384K +$382K +7,040 New
IAP
581
Indie Asset Partners
Indiana
$381K -$181K -3,343 -32%
LIG
582
Lokken Investment Group
Delaware
$380K +$378K +6,959 New
CWP
583
Concord Wealth Partners
Virginia
$379K -$1.79M -33,073 -83%
FFW
584
Fusion Family Wealth
New York
$374K +$6.35K +117 +2%
SWIM
585
Smallwood Wealth Investment Management
New Jersey
$372K -$259K -4,776 -41%
SFC
586
Strategic Financial Concepts
Texas
$371K +$368K +6,790 New
MCIA
587
Mountain Capital Investment Advisors
Colorado
$357K +$122K +2,251 +53%
LSA
588
Lion Street Advisors
Texas
$355K +$353K +6,500 New
SWM
589
Stockman Wealth Management
Montana
$354K -$10.9K -200 -3%
FIA
590
Foundations Investment Advisors
Arizona
$353K +$351K +6,463 New
FMN
591
Financial Management Network
California
$349K -$40K -738 -10%
VWM
592
Venturi Wealth Management
Texas
$347K -$27.1K -500 -7%
NW
593
NewEdge Wealth
Pennsylvania
$342K +$340K +6,271 New
DA
594
Dover Advisors
Virginia
$331K +$76.8K +1,416 +30%
HKIMG
595
Hutchens & Kramer Investment Management Group
Indiana
$331K +$329K +6,055 New
LFA
596
LGT Financial Advisors
Texas
$324K +$322K +5,929 New
SFG
597
SNS Financial Group
Minnesota
$324K +$322K +5,925 New
PBO
598
Peoples Bank (Ohio)
Ohio
$321K +$9.5K +175 +3%
AFP
599
Ausdal Financial Partners
Iowa
$318K +$316K +5,821 New
WAG
600
Windsor Advisory Group
Ohio
$314K +$312K +5,752 New
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