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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
751
Maia Wealth
Colorado
$1.07M -$126K -2,237 -11%
AWP
752
Axis Wealth Partners
Rhode Island
$1.06M +$93.2K +1,650 +10%
SPWG
753
Syntegra Private Wealth Group
Missouri
$1.06M -$21.3K -377 -2%
APW
754
Allied Private Wealth
Florida
$1.06M +$1.06M +18,693 New
MFG
755
Mission Financial Group
Nevada
$1.05M +$1.05M +18,635 New
EFL
756
ERn Financial LLC
Wisconsin
$1.04M +$23.3K +412 +2%
MAM
757
Mainsail Asset Management
Alabama
$1.04M +$29.9K +529 +3%
BI
758
Beckerman Institutional
New Jersey
$1.04M -$2.32K -41 -0.2%
FHC
759
First Heartland Consultants
Missouri
$1.03M +$47K +833 +5%
SC
760
Soundwatch Capital
Connecticut
$1.02M +$74.4K +1,317 +8%
ACP
761
Aviance Capital Partners
Florida
$1M -$4.18K -74 -0.4%
SFWC
762
Strategic Family Wealth Counselors
New Jersey
$1M +$56.8K +1,006 +6%
MCA
763
Millennium Capital Advisors
Arkansas
$994K -$275K -4,870 -22%
CA
764
CGN Advisors
Kansas
$993K -$50.3K -891 -5%
PS
765
Portfolio Strategies
New York
$992K -$621 -11 -0.1%
GWM
766
Greenwich Wealth Management
Connecticut
$989K -$89.6K -1,586 -8%
XPN
767
XY Planning Network
Montana
$980K +$70.7K +1,252 +8%
NB
768
NBT Bank
New York
$978K -$126K -2,227 -11%
SFPG
769
Stonebridge Financial Planning Group
Florida
$968K +$968K +17,135 New
SC
770
SouthState Corp
Florida
$964K +$347K +6,140 +56%
PWP
771
Private Wealth Partners
California
$960K -$262K -4,636 -21%
PPC
772
Park Place Capital
Alabama
$949K +$340K +6,025 +56%
PIA
773
Perennial Investment Advisors
California
$945K +$541K +9,572 +134%
GA
774
GFS Advisors
Texas
$943K – – –
IAS
775
IMA Advisory Services
Colorado
$939K +$939K +16,617 New
29 30
31
32 33