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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
976
49 Wealth Management
Texas
$467K +$144K +2,543 +44%
A
977
Alongside
Texas
$467K +$467K +8,276 New
BJL
978
Brighton Jones LLC
Washington
$467K -$259K -4,591 -36%
CFP
979
Comprehensive Financial Planning
Pennsylvania
$465K -$47.9K -848 -9%
NL
980
NWAM LLC
Washington
$461K +$235K +4,169 +104%
MSFS
981
Main Street Financial Solutions
Pennsylvania
$461K -$207K -3,671 -31%
SP
982
Stablepoint Partners
Massachusetts
$457K -$16.3K -288 -3%
DA
983
Detalus Advisors
Missouri
$457K -$96K -1,700 -17%
DA
984
Dover Advisors
Virginia
$457K +$7.63K +135 +2%
PWAM
985
Private Wealth Asset Management
Iowa
$456K -$321K -5,677 -41%
SEA
986
Stegent Equity Advisors
Texas
$456K – – –
HC
987
Hurley Capital
New York
$455K +$8.02K +142 +2%
CGA
988
Crescent Grove Advisors
Illinois
$454K -$3.28M -57,986 -88%
ACM
989
Aurdan Capital Management
Pennsylvania
$452K -$166K -2,944 -27%
CA
990
Carson Advisory
Georgia
$451K +$451K +7,992 New
RIA
991
Realta Investment Advisors
Delaware
$450K -$11K -195 -2%
SI
992
SimpliFi Inc
California
$450K +$9.88K +175 +2%
AFA
993
American Financial Advisors
Georgia
$449K -$65.1K -1,152 -13%
OBWA
994
Oak Barrel Wealth Advisory
Virginia
$448K +$448K +7,929 New
CWA
995
Consilium Wealth Advisory
Texas
$447K – – –
SA
996
Sincerus Advisory
New York
$445K +$1.81K +32 +0.4%
EIP
997
Essential Investment Partners
Colorado
$444K – – –
IAG
998
Innovative Advisory Group
Massachusetts
$441K -$81.2K -1,438 -16%
ACS
999
Archford Capital Strategies
Illinois
$439K +$34.2K +605 +8%
WAS
1000
Winch Advisory Services
Wisconsin
$438K -$13.8K -245 -3%
38 39
40
41 42