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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
DPI
826
Diversified Portfolios Inc
Michigan
$824K -$135K -2,358 -14%
EWM
827
Elevatus Welath Management
New York
$824K +$53.5K +937 +7%
ACM
828
Advance Capital Management
Michigan
$819K -$176K -3,088 -18%
TP
829
Tranquility Partners
Tennessee
$818K -$42.8K -749 -5%
KFAS
830
Keating Financial Advisory Services
Kansas
$815K +$813K +14,232 New
CFA
831
Capstone Financial Advisors
Illinois
$814K -$17.6K -308 -2%
LB
832
Legacy Bridge
Iowa
$813K +$17.1K +300 +2%
CAL
833
Capital Advisors Ltd
Ohio
$811K +$16.8K +295 +2%
FVWA
834
Foster Victor Wealth Advisors
South Carolina
$798K -$92.4K -1,618 -11%
RWS
835
Resolute Wealth Strategies
Mississippi
$797K -$14.8K -259 -2%
WWA
836
Wealth Watch Advisors
Colorado
$793K +$791K +13,854 New
EIP
837
Essential Investment Partners
Colorado
$792K +$790K +13,840 New
AWAP
838
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$791K +$39.6K +693 +5%
AFG
839
Atomi Financial Group
New York
$787K -$83.1K -1,456 -10%
HAP
840
Harbor Asset Planning
Massachusetts
$787K +$63.2K +1,106 +9%
FWM
841
Forteris Wealth Management
New York
$784K +$782K +13,691 New
PWAM
842
Private Wealth Asset Management
Iowa
$783K +$320K +5,603 +69%
FFA
843
Florida Financial Advisors
Florida
$780K +$54K +946 +7%
PTP
844
Platform Technology Partners
New York
$780K +$181K +3,169 +30%
RCWM
845
Red Crane Wealth Management
California
$777K +$2.17K +38 +0.3%
AWA
846
Arete Wealth Advisors
Illinois
$774K +$14K +245 +2%
PFG
847
Prosperity Financial Group
California
$771K -$2.4M -42,046 -76%
MWM
848
Maridea Wealth Management
New York
$769K +$545K +9,544 +246%
BCP
849
Blue Chip Partners
Michigan
$762K -$367K -6,434 -33%
LWL
850
Leo Wealth LLC
Texas
$757K +$756K +13,233 New
32 33
34
35 36