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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
651
BOK Financial Private Wealth
Colorado
$1.33M -$181K -3,043 -12%
SIG
652
Spinnaker Investment Group
California
$1.32M +$187K +3,148 +16%
NG
653
Novem Group
New York
$1.31M +$1.35M +22,749 New
SFC
654
Strategic Financial Concepts
Texas
$1.3M -$337K -5,682 -20%
CDWM
655
Campbell Deegan Wealth Management
Virginia
$1.3M +$1.34M +22,604 New
CFG
656
Citizens Financial Group
Rhode Island
$1.29M +$9.32K +157 +0.7%
RA
657
RoundAngle Advisors
New Jersey
$1.28M +$1.33M +22,332 New
APW
658
Aurora Private Wealth
New Jersey
$1.28M -$247K -4,166 -16%
NWA
659
Navis Wealth Advisors
New York
$1.27M – – –
PCM
660
Pointe Capital Management
Michigan
$1.27M +$35K +590 +3%
CWIG
661
Chung Wu Investment Group
Texas
$1.27M +$1.31M +22,032 New
BFWA
662
Benchmark Financial Wealth Advisors
Florida
$1.27M +$206K +3,473 +19%
HTC
663
Haverford Trust Company
Pennsylvania
$1.27M +$407K +6,847 +45%
EWA
664
Etesian Wealth Advisors
Oregon
$1.27M +$145K +2,446 +13%
HWMO
665
Heritage Wealth Management (Ohio)
Ohio
$1.27M +$177K +2,979 +16%
PAG
666
Paladin Advisory Group
Iowa
$1.26M -$1.07K -18 -0.1%
LI
667
LRI Investments
Florida
$1.26M +$6.95K +117 +0.5%
CD
668
Chapin Davis
Maryland
$1.25M – – –
ACM
669
Andina Capital Management
Utah
$1.24M +$95.6K +1,610 +8%
HFS
670
Howard Financial Services
Texas
$1.24M +$3.86K +65 +0.3%
SAF
671
Smith Anglin Financial
Texas
$1.24M +$228K +3,836 +22%
EFL
672
ERn Financial LLC
Wisconsin
$1.23M +$28K +471 +2%
SDWIA
673
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.23M +$226K +3,809 +22%
SIS
674
Sound Income Strategies
Florida
$1.23M +$8.19K +138 +0.7%
VWM
675
Venturi Wealth Management
Texas
$1.23M +$300K +5,060 +31%
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