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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
676
Delta Financial Group
New Jersey
$1.22M +$514K +8,662 +70%
DA
677
Dover Advisors
Virginia
$1.21M -$26.9K -453 -2%
GM
678
GeoWealth Management
Illinois
$1.2M -$248K -4,170 -17%
WIM
679
WealthPlan Investment Management
Nebraska
$1.2M +$143K +2,404 +13%
RCWM
680
Red Crane Wealth Management
California
$1.19M +$1.23M +20,744 New
CFB
681
Cullen/Frost Bankers
Texas
$1.19M +$193K +3,253 +19%
SC
682
Savant Capital
Illinois
$1.19M +$1.01M +16,989 +469%
CCM
683
Coldstream Capital Management
Washington
$1.18M +$17.8K +300 +1%
AGP
684
Autumn Glory Partners
Texas
$1.18M -$521K -8,776 -30%
DA
685
Detalus Advisors
Missouri
$1.17M -$17.7K -298 -1%
WKSWA
686
White Knight Strategic Wealth Advisors
New Jersey
$1.16M +$1.2M +20,160 New
ACM
687
Alpha Capital Management
Texas
$1.15M -$8.91K -150 -0.7%
TAM
688
Tucker Asset Management
Colorado
$1.15M +$90.9K +1,531 +8%
MCM
689
Mendel Capital Management
Arkansas
$1.15M -$92K -1,550 -7%
GS
690
GWN Securities
Florida
$1.14M +$1.15M +19,306 New
CWMS
691
Cannon Wealth Management Services
North Carolina
$1.14M +$227K +3,825 +24%
NA
692
Novus Advisors
South Carolina
$1.13M +$1.17M +19,673 New
HWM
693
Howard Wealth Management
Connecticut
$1.13M +$140K +2,361 +14%
RFA
694
Reyes Financial Architecture
California
$1.13M +$1.16M +19,559 New
MPPLM
695
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.12M -$656K -11,052 -36%
PSIWM
696
Paradigm Strategies in Wealth Management
Minnesota
$1.12M +$446K +7,511 +63%
MCA
697
Millennium Capital Advisors
Arkansas
$1.12M +$281K +4,739 +32%
BA
698
Bellwether Advisors
Nebraska
$1.12M – – –
AWE
699
Avidian Wealth Enterprises
Texas
$1.11M +$337K +5,668 +42%
AFG
700
Atomi Financial Group
New York
$1.11M -$275K -4,624 -19%
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