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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
776
ProCore Advisors
California
$993K +$991K +17,350 New
MF
777
Meridian Financial
Massachusetts
$987K +$385K +6,751 +64%
GIA
778
Gladstone Institutional Advisory
Florida
$977K -$424K -7,423 -30%
UW
779
Unique Wealth
Florida
$977K -$108K -1,891 -10%
GWM
780
Gilpin Wealth Management
Colorado
$968K +$966K +16,909 New
IAA
781
Independence Asset Advisors
Pennsylvania
$968K +$250K +4,374 +35%
SFWC
782
Strategic Family Wealth Counselors
New Jersey
$965K +$141K +2,477 +17%
O3W
783
Omni 360 Wealth
New Jersey
$965K -$126K -2,212 -12%
SA
784
Sovran Advisors
California
$962K -$1.61M -28,172 -63%
AI
785
Auour Investments
Massachusetts
$962K +$238K +4,165 +33%
TA
786
Tactive Advisors
Florida
$961K +$6.62K +116 +0.7%
JWM
787
Jupiter Wealth Management
Colorado
$959K – – –
LSA
788
L & S Advisors
California
$955K +$82.6K +1,447 +9%
CWM
789
Collaborative Wealth Management
Florida
$950K +$624K +10,935 +193%
MSFS
790
Main Street Financial Solutions
Pennsylvania
$948K -$2.41M -42,205 -72%
CCMW
791
Cypress Capital Management (Wyoming)
Wyoming
$938K -$446K -7,803 -32%
BRG
792
Bay Rivers Group
Virginia
$935K +$246K +4,316 +36%
PCM
793
Pointe Capital Management
Michigan
$932K -$60K -1,050 -6%
CPA
794
Cardiff Park Advisors
California
$931K -$141K -2,464 -13%
ACP
795
Argyle Capital Partners
California
$931K -$114K -1,999 -11%
EPW
796
Endeavor Private Wealth
Kansas
$931K +$97.8K +1,713 +12%
KIA
797
Kraematon Investment Advisors
Massachusetts
$930K -$922K -16,145 -50%
BCM
798
Brasada Capital Management
Texas
$929K -$27.4K -480 -3%
APW
799
Atlantic Private Wealth
North Carolina
$928K +$237K +4,152 +34%
BFWA
800
Benchmark Financial Wealth Advisors
Florida
$924K -$200K -3,510 -18%
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