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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
801
Arete Wealth Advisors
Illinois
$758K +$13.9K +245 +2%
CFS
802
Commonwealth Financial Services
West Virginia
$753K +$749K +13,186 New
AWAP
803
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$750K +$2.16K +38 +0.3%
RA
804
Rockingstone Advisors
Massachusetts
$749K -$12.5K -220 -2%
CCIA
805
Cherry Creek Investment Advisors
Colorado
$746K -$15.9K -280 -2%
WSCM
806
Wellington Shields Capital Management
New York
$738K +$170 +3 +0%
MAMG
807
Milestone Asset Management Group
Connecticut
$735K +$49.4K +869 +7%
MWP
808
Madison Wealth Partners
Wisconsin
$734K +$27.1K +477 +4%
IBOK
809
Independence Bank of Kentucky
Kentucky
$727K -$3.58K -63 -0.5%
FGA
810
Fortis Group Advisors
New Jersey
$726K +$50.4K +888 +7%
FFA
811
Florida Financial Advisors
Florida
$724K -$65.9K -1,160 -8%
WB
812
West Bancorporation
Iowa
$722K +$49.7K +875 +7%
AI
813
Auour Investments
Massachusetts
$722K -$6.59K -116 -0.9%
HAP
814
Harbor Asset Planning
Massachusetts
$722K -$68.4K -1,204 -9%
EFA
815
Edge Financial Advisors
Illinois
$720K +$716K +12,607 New
MGIA
816
Moneta Group Investment Advisors
Missouri
$715K +$378K +6,664 +114%
AWM
817
AllSquare Wealth Management
New York
$713K +$5.11K +90 +0.7%
LWA
818
Lineweaver Wealth Advisors
Ohio
$710K -$187K -3,301 -21%
OPWM
819
Oxinas Partners Wealth Management
Indiana
$709K -$1.82M -32,016 -72%
CRWM
820
Castle Rock Wealth Management
California
$707K -$23.5K -413 -3%
LWM
821
Lakeridge Wealth Management
Ohio
$707K +$8.75K +154 +1%
IAA
822
Independence Asset Advisors
Pennsylvania
$706K -$177K -3,111 -20%
GAM
823
Grandview Asset Management
Pennsylvania
$704K -$151K -2,653 -18%
NWA
824
Navis Wealth Advisors
New York
$703K -$22.5K -396 -3%
DIM
825
Delta Investment Management
California
$702K -$3.46M -60,907 -83%
31 32
33
34 35