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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
651
Generation Capital Management
New York
$1.53M -$45K -796 -3%
FFC
652
Frederick Financial Consultants
Maryland
$1.53M +$86.4K +1,529 +6%
HWM
653
Howard Wealth Management
Connecticut
$1.52M +$28.8K +510 +2%
PCMN
654
Paradigm Capital Management (Nevada)
Nevada
$1.51M +$1.51M +26,725 New
CW
655
Channel Wealth
California
$1.51M +$545K +9,653 +57%
BWM
656
BKM Wealth Management
Wisconsin
$1.49M -$233K -4,129 -14%
PAS
657
PKS Advisory Services
New York
$1.48M +$66.3K +1,173 +5%
BAM
658
BTS Asset Management
Massachusetts
$1.47M +$277K +4,903 +23%
XF
659
XML Financial
Maryland
$1.45M -$277K -4,900 -16%
SWIM
660
Smallwood Wealth Investment Management
New Jersey
$1.45M +$177K +3,133 +14%
TAM
661
Tocqueville Asset Management
New York
$1.44M – – –
ISFAN
662
Investor's Fiduciary Advisor Network
Washington
$1.44M -$366K -6,476 -20%
NG
663
Novem Group
New York
$1.43M -$11.9K -211 -0.8%
CIG
664
Cascade Investment Group
Colorado
$1.43M -$37.6K -665 -3%
LWMI
665
Legacy Wealth Management (Idaho)
Idaho
$1.43M +$1.37M +24,272 +2,357%
IAA
666
Independent Advisor Alliance
North Carolina
$1.43M -$7.91M -140,012 -85%
MWM
667
Meridian Wealth Management
Kentucky
$1.43M -$78.7K -1,393 -5%
KIM
668
Kestra Investment Management
Texas
$1.4M -$83.8K -1,483 -6%
SG
669
StoneX Group
New York
$1.4M -$326K -5,780 -19%
RWP
670
RWA Wealth Partners
Massachusetts
$1.39M +$452K +7,996 +48%
SA
671
Sovran Advisors
California
$1.38M +$474K +8,399 +53%
PGF
672
Plan Group Financial
Oklahoma
$1.37M +$456K +8,073 +50%
PSIWM
673
Paradigm Strategies in Wealth Management
Minnesota
$1.37M +$33.4K +591 +2%
BCM
674
Boreal Capital Management
Florida
$1.37M – – –
OWM
675
Orgel Wealth Management
Wisconsin
$1.37M +$653K +11,569 +92%
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