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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
UW
151
Unique Wealth
Florida
$8.46M +$1.1M +20,317 +15%
ACM
152
Avalon Capital Management
California
$8.41M -$51.8K -955 -0.6%
HWAM
153
Hennion & Walsh Asset Management
New Jersey
$8.16M +$8.11M +149,434 New
CFO
154
CVA Family Office
Colorado
$8.05M -$9.22K -170 -0.1%
BCI
155
Brinker Capital Investments
Pennsylvania
$8.05M +$3.36M +61,919 +72%
OPS
156
Orion Portfolio Solutions
Nebraska
$8.05M +$6.81M +125,511 +572%
SCA
157
St. Clair Advisors
Ohio
$8.03M +$7.98M +147,086 New
AAS
158
Avantax Advisory Services
Texas
$8M +$1.6M +29,469 +25%
SFP
159
Sandbox Financial Partners
Maryland
$7.84M +$830K +15,291 +12%
TLP
160
Trinity Legacy Partners
Texas
$7.8M +$500K +9,206 +7%
ATC
161
Argent Trust Co
Tennessee
$7.75M +$5.72M +105,480 +289%
CAG
162
Curtis Advisory Group
California
$7.72M +$1.17M +21,561 +18%
FH
163
FWG Holdings
Florida
$7.64M +$1.02M +18,877 +16%
SC
164
Scotia Capital
Ontario, Canada
$7.61M +$291K +5,364 +4%
CWA
165
Consilium Wealth Advisory
Texas
$7.35M +$1.8M +33,138 +33%
SW
166
StrongBox Wealth
Missouri
$7.34M +$653K +12,033 +10%
RIL
167
Rothschild Investment LLC
Illinois
$7.33M +$815K +15,022 +13%
AC
168
Avestar Capital
New York
$7.01M +$1.16M +21,416 +20%
VWA
169
Visionary Wealth Advisors
Illinois
$6.93M +$1.12M +20,664 +19%
CWM
170
Centurion Wealth Management
Virginia
$6.86M +$1.36M +25,130 +25%
KWM
171
Kingsview Wealth Management
Oregon
$6.83M +$694K +12,795 +11%
CF
172
Copperwynd Financial
Arizona
$6.8M +$6.53M +120,429 +2,964%
BFA
173
Beacon Financial Advisory
Ohio
$6.77M +$1.68M +30,954 +33%
CF
174
Centaurus Financial
California
$6.75M +$3.49M +64,337 +108%
MW
175
MBL Wealth
North Carolina
$6.72M +$425K +7,831 +7%
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