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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
151
LVZ Inc
Michigan
$1.1M +$1.07M +17,337 New
CFO
152
CVA Family Office
Colorado
$1.07M +$1.05M +17,000 New
TFS
153
Thoroughbred Financial Services
Tennessee
$998K +$717K +11,635 +279%
HIA
154
Harbor Investment Advisory
Maryland
$988K +$474K +7,695 +97%
MW
155
Marcum Wealth
Ohio
$984K +$260K +4,217 +37%
HSA
156
HBK Sorce Advisory
Pennsylvania
$981K +$365K +5,917 +62%
ORC
157
O'Rourke & Company
Massachusetts
$974K +$950K +15,416 New
HA
158
Herold Advisors
New York
$950K +$95.7K +1,554 +12%
OC
159
Oppenheimer & Co
New York
$949K +$925K +15,022 New
MA
160
MJP Associates
Connecticut
$941K +$63.1K +1,025 +7%
SWA
161
Stratos Wealth Advisors
Ohio
$940K +$917K +14,878 New
SFS
162
Sowell Financial Services
Arkansas
$939K +$146K +2,368 +19%
RRA
163
Round Rock Advisors
Connecticut
$935K +$912K +14,800 New
VC
164
Vicus Capital
Pennsylvania
$929K +$125K +2,022 +15%
AWM
165
Accel Wealth Management
Iowa
$929K +$906K +14,704 New
KIA
166
Kraematon Investment Advisors
Massachusetts
$923K +$900K +14,609 New
WDG
167
Wealth Dimensions Group
Ohio
$905K +$264K +4,290 +43%
AWM
168
AE Wealth Management
Kansas
$874K -$83.4K -1,354 -9%
BA
169
Bristlecone Advisors
Washington
$857K +$835K +13,558 New
SCA
170
Snowden Capital Advisors
New York
$794K +$43.1K +699 +6%
RAM
171
Redmond Asset Management
Virginia
$788K +$132K +2,142 +21%
BWA
172
Beam Wealth Advisors
Louisiana
$770K +$84.8K +1,376 +13%
TIAM2
173
Tru Independence Asset Management 2
Oregon
$769K +$200K +3,242 +36%
MCA
174
MSH Capital Advisors
Arizona
$758K +$739K +11,988 New
BWM
175
Baystate Wealth Management
Massachusetts
$753K +$505K +8,195 +221%
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