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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1076
JFS Wealth Advisors
Pennsylvania
$358K +$215K +3,812 +151%
SFG
1077
Synergy Financial Group
California
$357K – – –
SW
1078
Solidarity Wealth
Utah
$356K +$71.7K +1,270 +25%
CAM
1079
Cobblestone Asset Management
Virginia
$356K +$356K +6,306 New
GBA
1080
Garrison Bradford & Associates
New York
$356K -$49.1K -869 -12%
PMSA
1081
Patrick M. Sweeney & Associates
Illinois
$354K +$10.3K +183 +3%
LWMM
1082
Legacy Wealth Management (Mississippi)
Mississippi
$354K – – –
IFWM
1083
Institute for Wealth Management
Colorado
$353K -$1.18M -20,867 -77%
CAAS
1084
Capital Asset Advisory Services
Michigan
$350K +$350K +6,202 New
BWL
1085
Bogart Wealth LLC
Virginia
$341K +$228K +4,035 +201%
CP
1086
Capital Planning
Washington
$341K – – –
B
1087
Bailard
California
$341K -$35.3K -625 -9%
GPWA
1088
Gaddis Premier Wealth Advisors
Oklahoma
$340K -$47K -832 -12%
1WM
1089
1900 Wealth Management
Texas
$339K – – –
LWM
1090
Level Wealth Management
North Carolina
$339K – – –
CWA
1091
Crux Wealth Advisors
California
$339K +$7.51K +133 +2%
WFP
1092
Welch Financial Planning
Colorado
$338K – – –
CPIA
1093
Cornell Pochily Investment Advisors
New York
$336K -$114K -2,016 -25%
WAS
1094
WESPAC Advisors SoCal
California
$336K +$14.3K +254 +4%
AWC
1095
Adamsbrown Wealth Consultants
Kansas
$334K +$35.6K +630 +12%
WOSD
1096
WFA of San Diego
California
$331K -$57.6K -1,020 -15%
BONH
1097
Bank of New Hampshire
New Hampshire
$331K -$39.3K -696 -11%
LWA
1098
LifeGoal Wealth Advisors
New York
$331K +$331K +5,860 New
HHCP
1099
Hilton Head Capital Partners
South Carolina
$330K -$85.3K -1,510 -21%
NPAN
1100
Northeast Planning Associates NH
New Hampshire
$329K +$357K +6,325 New
42 43
44
45 46