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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1126
Annex Advisory Services
Wisconsin
$273K -$311K -5,441 -53%
GCM
1127
Gallacher Capital Management
Colorado
$273K -$95.9K -1,679 -26%
AG
1128
AlTi Global
New York
$273K – – –
WFG
1129
Wills Financial Group
Virginia
$270K -$11.5K -201 -4%
MWP
1130
Meriwether Wealth & Planning
Louisiana
$268K -$30.8K -539 -10%
WIA
1131
Wetzel Investment Advisors
Indiana
$267K +$59.4K +1,040 +29%
BA
1132
Bridgewater Advisors
New York
$267K – – –
QFW
1133
QTR Family Wealth
Florida
$266K – – –
AWM
1134
Able Wealth Management
New Jersey
$264K -$35.5K -622 -12%
PWA
1135
Physician Wealth Advisors
Utah
$261K +$109K +1,910 +72%
RAS
1136
RPS Advisory Solutions
Kentucky
$260K -$7.48K -131 -3%
CAMG
1137
CWA Asset Management Group
Florida
$259K -$124K -2,167 -32%
EWA
1138
Exencial Wealth Advisors
Oklahoma
$259K +$1.54K +27 +0.6%
BSSFA
1139
Baron Silver Stevens Financial Advisors
Florida
$258K -$81.9K -1,435 -24%
FFM
1140
Forum Financial Management
Illinois
$257K +$23.9K +419 +10%
QCIG
1141
Quad-Cities Investment Group
Iowa
$257K +$3.65K +64 +1%
SCG
1142
Sonata Capital Group
Washington
$256K +$343 +6 +0.1%
1CP
1143
17 Capital Partners
Arizona
$256K +$255K +4,468 New
AB
1144
Atlas Brown
Kentucky
$255K -$1.6K -28 -0.6%
WG
1145
Welch Group
Alabama
$255K +$628 +11 +0.2%
LWMNY
1146
Landmark Wealth Management (New York)
New York
$254K +$6.39K +112 +3%
NA
1147
Nautilus Advisors
California
$253K +$457 +8 +0.2%
LFG
1148
Leverty Financial Group
Wisconsin
$251K +$44.6K +781 +22%
SSCA
1149
South Shore Capital Advisors
Massachusetts
$250K +$249K +4,362 New
RZH
1150
Relyea Zuckerberg Hanson
Connecticut
$249K +$2.23K +39 +0.9%
44 45
46
47 48