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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
426
Silver Oak Securities
Tennessee
$699K -$891K -16,407 -56%
CM
427
Columbus Macro
Pennsylvania
$687K +$193K +3,558 +40%
TP
428
Tranquility Partners
Tennessee
$674K -$78.3K -1,441 -10%
LAM
429
LifePro Asset Management
California
$661K +$192K +3,531 +41%
IA
430
IAM Advisory
Pennsylvania
$642K -$269K -4,945 -30%
NFG
431
Nations Financial Group
Iowa
$641K +$46.9K +863 +8%
PAG
432
Private Advisor Group
New Jersey
$637K +$551K +10,150 +256%
SWIM
433
Smallwood Wealth Investment Management
New Jersey
$631K +$15.3K +282 +2%
GVAG
434
Great Valley Advisor Group
Delaware
$625K +$623K +11,469 New
SS
435
Simplicity Solutions
Minnesota
$624K +$28.6K +527 +5%
PFP
436
Paragon Financial Partners
California
$624K -$8.74K -161 -1%
AWM
437
Aprio Wealth Management
Georgia
$623K +$47.1K +867 +8%
PIA
438
Panoramic Investment Advisors
Colorado
$620K +$618K +11,375 New
VCM
439
Virtue Capital Management
Tennessee
$615K -$6.3K -116 -1%
CMS
440
Capital Market Strategies
Florida
$605K +$38.7K +712 +7%
APS
441
American Planning Services
Florida
$581K +$579K +10,664 +152,343%
HI
442
Harbour Investments
Wisconsin
$579K +$106K +1,958 +23%
RWA
443
Rainsberger Wealth Advisors
Colorado
$577K -$98K -1,804 -15%
TC
444
Trust Company
Kansas
$569K +$2.61K +48 +0.5%
MW
445
Marcum Wealth
Ohio
$568K -$34.2K -629 -6%
CPW
446
Crestmont Private Wealth
Texas
$567K – – –
IAP
447
Indie Asset Partners
Indiana
$563K +$29.9K +550 +6%
ST
448
Somerset Trust
Pennsylvania
$560K +$223K +4,101 +66%
BWM
449
Baystate Wealth Management
Massachusetts
$551K -$164K -3,013 -23%
SFA
450
Souders Financial Advisors
Ohio
$550K +$77.8K +1,432 +17%
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