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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
701
Diversify Advisory Services
Utah
$1.1M -$195K -3,292 -15%
ATS
702
Ashton Thomas Securities
New York
$1.1M +$315K +5,298 +38%
MWM
703
Meridian Wealth Management
Kentucky
$1.1M +$115K +1,945 +11%
FA
704
Fountainhead AM
New Jersey
$1.09M – – –
KF
705
KKM Financial
Illinois
$1.09M +$240K +4,034 +27%
BTI
706
Blue Trust Inc
Georgia
$1.09M +$920K +15,499 +460%
PCM
707
Parsons Capital Management
Rhode Island
$1.09M -$11.9K -200 -1%
CIA
708
Compass Ion Advisors
Pennsylvania
$1.08M -$8.31K -140 -0.7%
MCM
709
Monument Capital Management
Virginia
$1.07M +$25.7K +432 +2%
MWM
710
Marion Wealth Management
Pennsylvania
$1.07M +$17.9K +302 +2%
AWM
711
AllSquare Wealth Management
New York
$1.07M +$84.2K +1,418 +8%
TCWM
712
Total Clarity Wealth Management
Illinois
$1.06M -$31.7K -534 -3%
LFS
713
Legacy Financial Strategies
Kansas
$1.06M +$121K +2,041 +13%
SPWG
714
Syntegra Private Wealth Group
Missouri
$1.05M +$653 +11 +0.1%
O3W
715
Omni 360 Wealth
New Jersey
$1.05M -$92.7K -1,562 -8%
CWP
716
Cyndeo Wealth Partners
Florida
$1.05M -$7.36K -124 -0.7%
BBL
717
Beck Bode LLC
Massachusetts
$1.04M -$411K -6,918 -28%
FH
718
FWG Holdings
Florida
$1.04M -$284K -4,784 -21%
CPA
719
Cardiff Park Advisors
California
$1.03M +$71.7K +1,207 +7%
MFG
720
Menard Financial Group
Texas
$1.03M -$4.28K -72 -0.4%
FVWA
721
Foster Victor Wealth Advisors
South Carolina
$1.02M -$2.08K -35 -0.2%
ACM
722
AlphaStar Capital Management
North Carolina
$1.02M +$702K +11,826 +201%
LB
723
Legacy Bridge
Iowa
$1.01M +$59 +1 +0%
RWS
724
Resolute Wealth Strategies
Mississippi
$1M -$113K -1,895 -10%
CAM
725
Cozad Asset Management
Illinois
$991K +$24.2K +407 +2%
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