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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1126
Ridgecrest Wealth Partners
California
$208K – – –
FF
1127
Friday Financial
Iowa
$207K – – –
3IP
1128
3Chopt Investment Partners
Virginia
$207K +$1.93K +34 +0.9%
LFG
1129
Leverty Financial Group
Wisconsin
$206K -$27.1K -478 -12%
LWA
1130
LifeGoal Wealth Advisors
New York
$206K -$11K -194 -5%
WIA
1131
Wetzel Investment Advisors
Indiana
$205K +$204K +3,591 New
KFG
1132
Kelly Financial Group
Connecticut
$204K +$203K +3,575 New
RWB
1133
RMR Wealth Builders
New Jersey
$204K -$42.6K -750 -17%
RBC
1134
Roble Belko & Company
Pennsylvania
$203K +$2.78K +49 +1%
MQWP
1135
Morey & Quinn Wealth Partners
Nebraska
$203K -$7.84K -138 -4%
SMA
1136
Seven Mile Advisory
New Jersey
$201K +$200K +3,520 New
BB
1137
Burford Brothers
Texas
$201K +$200K +3,518 New
EBA
1138
Eagle Bay Advisors
New York
$200K +$199K +3,509 New
RW
1139
Rede Wealth
Virginia
$200K +$199K +3,509 New
BL
1140
BFSG LLC
California
$197K -$5.68K -100 -3%
MWM
1141
MGB Wealth Management
Texas
$188K -$28.4K -500 -13%
BPAMU
1142
BTG Pactual Asset Management US
New York
$185K +$154K +2,719 +504%
PTC
1143
Private Trust Company
Ohio
$174K -$22K -388 -11%
MWA
1144
Medallion Wealth Advisors
Connecticut
$173K +$19.8K +348 +13%
HBW
1145
Hazlett, Burt & Watson
West Virginia
$168K -$19.3K -340 -10%
CFD
1146
Creative Financial Designs
Indiana
$167K -$6.82K -120 -4%
ST
1147
Smithfield Trust
Pennsylvania
$161K – – –
PFA
1148
Pathway Financial Advisers
Indiana
$153K +$152K +2,681 New
SSA
1149
SSA Swiss Advisors
$152K – – –
PWA
1150
Physician Wealth Advisors
Utah
$151K +$141K +2,475 +1,431%
44 45
46
47 48