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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
ATS
701
Ashton Thomas Securities
New York
$1.13M +$31.1K +533 +3%
HWM
702
Howard Wealth Management
Connecticut
$1.12M +$58 +1 +0%
NA
703
Nordwand Advisors
Pennsylvania
$1.12M -$203K -3,485 -15%
TCMP
704
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.12M -$1.99M -34,108 -64%
BA
705
Bellwether Advisors
Nebraska
$1.11M – – –
CPA
706
Cathy Pareto & Associates
Florida
$1.1M +$356K +6,112 +46%
KFS
707
Kelly Financial Services
Massachusetts
$1.1M -$772K -13,258 -41%
AWM
708
AllSquare Wealth Management
New York
$1.1M +$44K +756 +4%
MWM
709
Marion Wealth Management
Pennsylvania
$1.1M +$39.9K +684 +4%
AFG
710
Atomi Financial Group
New York
$1.1M +$816 +14 +0.1%
CAM
711
CPA Asset Management
Florida
$1.1M +$325K +5,578 +41%
SC
712
Savant Capital
Illinois
$1.09M -$84.5K -1,451 -7%
MFG
713
Mission Financial Group
Nevada
$1.09M +$1.12M +19,307 New
VA
714
VestGen Advisors
Illinois
$1.09M +$1.11M +19,078 New
FH
715
FWG Holdings
Florida
$1.09M +$110K +1,884 +11%
LWM
716
LJI Wealth Management
Indiana
$1.08M +$203K +3,480 +22%
WN
717
Williams & Novak
California
$1.08M +$371K +6,374 +50%
TW
718
TritonPoint Wealth
Maryland
$1.08M +$280K +4,799 +34%
BTI
719
Blue Trust Inc
Georgia
$1.08M +$641 +11 +0.1%
FRA
720
Frank Rimerman Advisors
California
$1.07M +$504K +8,643 +86%
O3W
721
Omni 360 Wealth
New Jersey
$1.07M +$25K +429 +2%
TWP
722
Tempus Wealth Planning
California
$1.07M +$498K +8,550 +85%
WC
723
Waterloo Capital
Texas
$1.06M -$4.44M -76,275 -80%
TCWM
724
Total Clarity Wealth Management
Illinois
$1.06M – – –
SS
725
Sunbelt Securities
Texas
$1.05M -$780K -13,391 -42%
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