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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
1226
O'Shaughnessy Asset Management
Connecticut
$25.9K -$195K -3,529 -89%
BCWM
1227
Bartlett & Co Wealth Management
Ohio
$25.5K +$24.8K +448 New
GIA
1228
GHP Investment Advisors
Colorado
$24.6K +$23.9K +432 New
CAM
1229
Clarity Asset Management
Iowa
$24.5K +$23.9K +431 New
EWM
1230
Evolution Wealth Management
Florida
$23.5K +$22.9K +414 New
AWM
1231
Abound Wealth Management
Tennessee
$23.2K -$222 -4 -1%
MBFW
1232
Morton Brown Family Wealth
Pennsylvania
$23.2K – – –
RAM
1233
Riggs Asset Management
Pennsylvania
$23.1K +$12.9K +233 +134%
AWM
1234
Angeles Wealth Management
California
$22.7K – – –
GBT
1235
Grove Bank & Trust
Florida
$22.7K – – –
Q1WB
1236
Quest 10 Wealth Builders
Virginia
$22.7K – – –
UB
1237
UMB Bank
Missouri
$22.7K +$22.2K +400 New
SL
1238
Salomon & Ludwin
Virginia
$22.7K – – –
CFS
1239
Compass Financial Services
Iowa
$22.5K – – –
1IA
1240
1620 Investment Advisors
Massachusetts
$20.5K – – –
OA
1241
Operose Advisors
Wisconsin
$20.1K – – –
RMC
1242
Resources Management Corp
Connecticut
$20K – – –
CWM
1243
Consultiva Wealth Management
Puerto Rico
$19.9K – – –
AP
1244
Aspect Partners
Virginia
$19.3K +$16.1K +290 +580%
VWA
1245
VSM Wealth Advisory
Maryland
$18.2K +$4.82K +87 +37%
WP
1246
WealthShield Partners
North Carolina
$18K +$14.8K +267 +545%
PPA
1247
Painted Porch Advisors
California
$17.9K -$28.5K -514 -62%
DWM
1248
Dogwood Wealth Management
Kansas
$17.9K +$554 +10 +3%
GPFA
1249
Game Plan Financial Advisors
Ohio
$17.1K +$16.6K +300 New
DWA
1250
Delos Wealth Advisors
Texas
$16.5K -$449K -8,113 -97%
48 49
50
51 52