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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
676
CPA Asset Management
Florida
$838K +$180K +3,181 +27%
S4W
677
Solutions 4 Wealth
Texas
$834K +$576K +10,182 +225%
LFS
678
Legacy Financial Strategies
Kansas
$831K +$345K +6,106 +70%
JIC
679
Joel Isaacson & Co
New York
$823K – – –
IA
680
IAM Advisory
Pennsylvania
$822K +$86.5K +1,529 +12%
III
681
Independent Investors Inc
New York
$817K – – –
DWM
682
Diversify Wealth Management
Utah
$815K +$838K +14,814 New
AWM
683
Activest Wealth Management
Florida
$809K +$388K +6,863 +93%
CFB
684
Cullen/Frost Bankers
Texas
$808K +$103K +1,814 +15%
CCIA
685
Cherry Creek Investment Advisors
Colorado
$807K -$40.8K -722 -5%
MCA
686
Millennium Capital Advisors
Arkansas
$804K -$8.03K -142 -1%
AWM
687
Accel Wealth Management
Iowa
$795K -$111K -1,955 -12%
BTI
688
Blue Trust Inc
Georgia
$793K +$453 +8 +0.1%
EWA
689
Etesian Wealth Advisors
Oregon
$790K +$130K +2,307 +20%
IAA
690
Independent Advisor Alliance
North Carolina
$788K -$123K -2,182 -14%
GS
691
GTS Securities
Florida
$786K +$559K +9,874 +247%
MSAM
692
Moloney Securities Asset Management
Missouri
$786K -$45.6K -806 -5%
AAS
693
Asset Allocation Strategies
Michigan
$784K +$255K +4,509 +48%
FPWM
694
FSB Premier Wealth Management
Iowa
$784K +$387K +6,837 +98%
TSMHT
695
Thurston Springer Miller Herd & Titak
Indiana
$780K +$778K +13,763 New
CAM
696
Columbia Asset Management
Michigan
$779K +$438K +7,739 +129%
MAWA
697
Moss Adams Wealth Advisors
Washington
$778K -$2.53M -44,757 -77%
RWM
698
Ritholtz Wealth Management
New York
$776K +$775K +13,699 New
AAS
699
Annex Advisory Services
Wisconsin
$776K +$1.41K +25 +0.2%
SCM
700
Saxony Capital Management
Missouri
$771K +$183K +3,235 +31%
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