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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
801
Balboa Wealth Partners
Arizona
$765K -$24.6K -434 -3%
AWA
802
Arete Wealth Advisors
Illinois
$758K +$13.9K +245 +2%
CFS
803
Commonwealth Financial Services
West Virginia
$753K +$749K +13,186 New
AWAP
804
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$750K +$2.16K +38 +0.3%
RA
805
Rockingstone Advisors
Massachusetts
$749K -$12.5K -220 -2%
CCIA
806
Cherry Creek Investment Advisors
Colorado
$746K -$15.9K -280 -2%
WSCM
807
Wellington Shields Capital Management
New York
$738K +$170 +3 +0%
MAMG
808
Milestone Asset Management Group
Connecticut
$735K +$49.4K +869 +7%
MWP
809
Madison Wealth Partners
Wisconsin
$734K +$27.1K +477 +4%
IBOK
810
Independence Bank of Kentucky
Kentucky
$727K -$3.58K -63 -0.5%
FGA
811
Fortis Group Advisors
New Jersey
$726K +$50.4K +888 +7%
FFA
812
Florida Financial Advisors
Florida
$724K -$65.9K -1,160 -8%
WB
813
West Bancorporation
Iowa
$722K +$49.7K +875 +7%
AI
814
Auour Investments
Massachusetts
$722K -$6.59K -116 -0.9%
HAP
815
Harbor Asset Planning
Massachusetts
$722K -$68.4K -1,204 -9%
EFA
816
Edge Financial Advisors
Illinois
$720K +$716K +12,607 New
MGIA
817
Moneta Group Investment Advisors
Missouri
$715K +$378K +6,664 +114%
AWM
818
AllSquare Wealth Management
New York
$713K +$5.11K +90 +0.7%
LWA
819
Lineweaver Wealth Advisors
Ohio
$710K -$187K -3,301 -21%
OPWM
820
Oxinas Partners Wealth Management
Indiana
$709K -$1.82M -32,016 -72%
CRWM
821
Castle Rock Wealth Management
California
$707K -$23.5K -413 -3%
LWM
822
Lakeridge Wealth Management
Ohio
$707K +$8.75K +154 +1%
IAA
823
Independence Asset Advisors
Pennsylvania
$706K -$177K -3,111 -20%
GAM
824
Grandview Asset Management
Pennsylvania
$704K -$151K -2,653 -18%
NWA
825
Navis Wealth Advisors
New York
$703K -$22.5K -396 -3%
31 32
33
34 35