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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
101
Avidian Wealth Enterprises
Texas
$327K +$107K +1,800 +50%
EWM
102
Evermay Wealth Management
Virginia
$323K +$317K +5,338 New
SAM
103
Seelaus Asset Management
New Jersey
$322K +$316K +5,320 New
MW
104
Marcum Wealth
Ohio
$315K +$309K +5,197 New
RIA
105
Realta Investment Advisors
Delaware
$314K +$308K +5,179 New
TP
106
Tranquility Partners
Tennessee
$312K +$65.8K +1,108 +27%
HIA
107
Harbor Investment Advisory
Maryland
$312K +$158K +2,656 +106%
YWP
108
YorkBridge Wealth Partners
New York
$309K – – –
MSA
109
Marino Stram & Associates
Massachusetts
$309K +$303K +5,100 New
AIP
110
Ahrens Investment Partners
Louisiana
$288K +$282K +4,750 New
FFA
111
First Foundation Advisors
California
$287K +$281K +4,737 New
MA
112
Modus Advisors
Minnesota
$282K +$772 +13 +0.3%
PCM
113
Parsons Capital Management
Rhode Island
$282K +$277K +4,660 New
VAS
114
Vestmark Advisory Solutions
Massachusetts
$281K +$276K +4,639 New
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$279K +$77.2K +1,300 +39%
KF
116
Krilogy Financial
Missouri
$277K +$271K +4,568 New
LFGH
117
Lee Financial Group Hawaii
Hawaii
$265K +$260K +4,377 New
CWA
118
Clearview Wealth Advisors
Oregon
$263K +$258K +4,336 New
FWM
119
Frontier Wealth Management
Missouri
$254K +$250K +4,200 New
TFS
120
Thoroughbred Financial Services
Tennessee
$253K +$248K +4,170 New
CCFM
121
Clear Creek Financial Management
Washington
$251K +$247K +4,150 New
AIC
122
Ameritas Investment Company
Nebraska
$247K -$54.1K -911 -28%
PFA
123
Plotkin Financial Advisors
Maryland
$246K +$242K +4,067 New
SPIA
124
Steward Partners Investment Advisory
New York
$237K +$126K +2,115 +118%
MIC
125
Means Investment Company
Maine
$226K +$222K +3,730 New
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