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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
551
Accel Wealth Management
Iowa
$913K -$9.53K -173 -1%
IFPG
552
Intrepid Financial Planning Group
Indiana
$913K +$32.1K +582 +4%
JF
553
JSF Financial
California
$912K +$273K +4,960 +41%
FFP
554
FourThought Financial Partners
Florida
$909K -$625K -11,340 -40%
SFG
555
Sovereign Financial Group
Connecticut
$876K +$170K +3,081 +23%
TAM
556
Tucker Asset Management
Colorado
$869K +$210K +3,811 +31%
CCIA
557
Cherry Creek Investment Advisors
Colorado
$864K -$1.4M -25,451 -61%
LI
558
LVZ Inc
Michigan
$864K -$787K -14,280 -47%
SWA
559
Stratos Wealth Advisors
Ohio
$863K +$688K +12,481 +343%
AWA
560
Arete Wealth Advisors
Illinois
$861K -$8.18M -148,418 -90%
CPA
561
Cardiff Park Advisors
California
$860K +$7.6K +138 +0.9%
VCM
562
Virtue Capital Management
Tennessee
$849K – – –
AWM
563
AllSquare Wealth Management
New York
$848K +$20.1K +365 +2%
PCM
564
Pointe Capital Management
Michigan
$841K +$26.2K +475 +3%
LA
565
Lifeworks Advisors
Michigan
$834K +$858K +15,569 New
AWM
566
Avior Wealth Management
Nebraska
$818K +$317K +5,761 +61%
IA
567
IAM Advisory
Pennsylvania
$815K +$630K +11,430 +301%
LFGO
568
Legacy Financial Group (Oklahoma)
Oklahoma
$799K – – –
LTI
569
Laffer Tengler Investments
Tennessee
$791K -$227K -4,113 -22%
HCP
570
Hexagon Capital Partners
Arkansas
$791K +$509K +9,229 +167%
III
571
Independent Investors Inc
New York
$780K +$154K +2,800 +24%
CWP
572
Cyndeo Wealth Partners
Florida
$775K – – –
SFC
573
Strategic Financial Concepts
Texas
$767K +$92.1K +1,671 +13%
NL
574
NVWM LLC
Pennsylvania
$766K +$15.2K +275 +2%
MFA
575
Mayflower Financial Advisors
Massachusetts
$764K +$247K +4,485 +46%
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