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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
576
Valmark Advisers
Ohio
$1.35M -$124K -2,201 -9%
CA
577
Crewe Advisors
Utah
$1.33M +$239K +4,249 +23%
WIA
578
World Investment Advisors
California
$1.31M -$2.1M -37,345 -62%
SIS
579
Sound Income Strategies
Florida
$1.31M -$160K -2,843 -11%
MLRA
580
Main Line Retirement Advisors
Montana
$1.3M -$59.9K -1,064 -5%
TCWM
581
Total Clarity Wealth Management
Illinois
$1.29M -$383K -6,806 -23%
MA
582
Modus Advisors
Minnesota
$1.26M +$247K +4,386 +25%
S
583
Sunpointe
Missouri
$1.25M – – –
OBWG
584
Onyx Bridge Wealth Group
New York
$1.24M +$911K +16,175 +276%
EA
585
Eudaimonia Advisors
Tennessee
$1.23M -$525K -9,313 -30%
EWA
586
EP Wealth Advisors
California
$1.22M +$1.06M +18,879 +845%
WFA
587
Websterrogers Financial Advisors
South Carolina
$1.22M +$92.3K +1,639 +8%
HFS
588
Howard Financial Services
Texas
$1.2M -$65.9K -1,170 -5%
MAC
589
Mason & Associates (California)
California
$1.19M +$392K +6,960 +51%
PCM
590
Pointe Capital Management
Michigan
$1.19M +$98K +1,740 +9%
ACM
591
Alpha Capital Management
Texas
$1.19M -$128K -2,272 -10%
SP
592
Stablepoint Partners
Massachusetts
$1.17M +$200K +3,546 +21%
AGP
593
Autumn Glory Partners
Texas
$1.17M – – –
CFS
594
Coordinated Financial Services
Colorado
$1.17M +$1.14M +20,231 New
AI
595
Auour Investments
Massachusetts
$1.17M +$69.1K +1,226 +6%
GCM
596
Gallacher Capital Management
Colorado
$1.16M +$51.3K +910 +5%
SIG
597
Spinnaker Investment Group
California
$1.16M -$119K -2,107 -10%
EFS
598
Econ Financial Services
Pennsylvania
$1.14M +$1.11M +19,786 New
EFL
599
ERn Financial LLC
Wisconsin
$1.14M +$39.8K +706 +4%
CIA
600
Compass Ion Advisors
Pennsylvania
$1.14M -$121K -2,143 -10%
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