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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
526
Accel Wealth Management
Iowa
$953K -$23.2K -424 -2%
MCIA
527
Mountain Capital Investment Advisors
Colorado
$940K +$563K +10,306 +158%
ST
528
Somerset Trust
Pennsylvania
$939K +$208K +3,811 +29%
KWA
529
Kingswood Wealth Advisors
California
$935K +$923K +16,907 New
AI
530
Auour Investments
Massachusetts
$926K +$914K +16,736 New
IFPG
531
Intrepid Financial Planning Group
Indiana
$911K +$68.4K +1,253 +8%
OP
532
ORG Partners
Indiana
$907K +$900K +16,484 New
OCG
533
Opus Capital Group
Ohio
$895K +$27.8K +509 +3%
TP
534
Tranquility Partners
Tennessee
$891K +$70.4K +1,289 +9%
S
535
SignatureFD
Georgia
$890K +$431K +7,900 +97%
STAS
536
Strong Tower Advisory Services
Minnesota
$886K +$874K +16,004 New
RA
537
RFG Advisory
Alabama
$882K +$330K +6,041 +61%
CPA
538
Cardiff Park Advisors
California
$881K +$596K +10,921 +218%
WC
539
Waterloo Capital
Texas
$861K +$187K +3,422 +28%
VCM
540
Virtue Capital Management
Tennessee
$849K +$139K +2,549 +20%
PCM
541
Pointe Capital Management
Michigan
$842K +$281K +5,150 +51%
AA
542
Advisory Alpha
Michigan
$839K +$828K +15,159 New
MFS
543
Madrona Financial Services
Washington
$837K +$826K +15,128 New
AWM
544
AllSquare Wealth Management
New York
$836K +$30K +550 +4%
LFGO
545
Legacy Financial Group (Oklahoma)
Oklahoma
$826K +$815K +14,925 New
AGP
546
Autumn Glory Partners
Texas
$817K +$70.4K +1,289 +10%
CWP
547
Cyndeo Wealth Partners
Florida
$801K +$334K +6,122 +73%
CTWM
548
Cherry Tree Wealth Management
Minnesota
$796K +$785K +14,383 New
ACI
549
Alpha Cubed Investments
California
$784K -$304K -5,569 -28%
NL
550
NVWM LLC
Pennsylvania
$776K +$8.57K +157 +1%
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