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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
676
Moseley Investment Management
Florida
$634K +$208K +3,857 +50%
CWM
677
CIBC World Markets
New York
$632K +$127K +2,361 +26%
LI
678
LVZ Inc
Michigan
$632K -$250K -4,640 -29%
FVWA
679
Foster Victor Wealth Advisors
South Carolina
$623K +$220K +4,076 +56%
MW
680
Maia Wealth
Colorado
$617K +$605K +11,216 New
ACA
681
American Capital Advisory
Idaho
$601K +$589K +10,929 New
AIC
682
Archer Investment Corporation
Indiana
$600K +$411K +7,630 +232%
SFWA
683
Summit Financial Wealth Advisors
Louisiana
$598K – – –
CC
684
Courier Capital
New York
$589K +$45.4K +842 +9%
MWM
685
MBE Wealth Management
Wisconsin
$588K -$34.4K -638 -6%
GIA
686
Gladstone Institutional Advisory
Florida
$585K +$168K +3,120 +41%
GFA
687
Gallagher Fiduciary Advisors
Illinois
$580K -$14.3K -266 -2%
RPGK
688
Retirement Planning Group (Kansas)
Kansas
$579K -$28K -519 -5%
CM
689
Columbus Macro
Pennsylvania
$579K +$8.03K +149 +1%
SDWIA
690
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$578K +$127K +2,362 +29%
MWM
691
Mosley Wealth Management
California
$578K +$566K +10,504 New
LSA
692
Lion Street Advisors
Texas
$573K +$53.9K +1,000 +11%
BRA
693
Biechele Royce Advisors
Indiana
$567K +$53.9K +1,000 +11%
ECA
694
Elevated Capital Advisors
Utah
$566K +$14K +259 +3%
AFA
695
American Financial Advisors
Georgia
$562K +$327K +6,071 +146%
PP
696
PDS Planning
Ohio
$559K +$316K +5,852 +135%
FFA
697
Farther Finance Advisors
California
$557K -$6.15K -114 -1%
CAP
698
Columbia Advisory Partners
Washington
$552K -$65K -1,205 -11%
SMH
699
Sanders Morris Harris
Texas
$551K +$540K +10,015 New
MAM
700
Meeder Asset Management
Ohio
$544K -$2.48K -46 -0.5%
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