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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
626
Sequoia Financial Advisors
Ohio
$1.77M +$727K +12,493 +66%
SIG
627
Spinnaker Investment Group
California
$1.77M +$123K +2,113 +7%
SW
628
SteelPeak Wealth
California
$1.77M -$103K -1,769 -5%
AGP
629
Autumn Glory Partners
Texas
$1.76M +$284K +4,885 +19%
XF
630
XML Financial
Maryland
$1.73M +$189K +3,250 +12%
MFA
631
Mayflower Financial Advisors
Massachusetts
$1.73M +$12.2K +209 +0.7%
BWM
632
BKM Wealth Management
Wisconsin
$1.73M +$3.08K +53 +0.2%
SG
633
StoneX Group
New York
$1.73M -$1.81M -31,037 -50%
AIM
634
Aspen Investment Management
Michigan
$1.73M +$275K +4,725 +18%
GPWM
635
Grant Private Wealth Management
California
$1.72M +$14.7K +252 +0.8%
GCM
636
Gables Capital Management
Florida
$1.72M -$72.7K -1,250 -4%
SNBOSD
637
Security National Bank of So Dak
Iowa
$1.69M – – –
FHC
638
First Horizon Corporation
Tennessee
$1.69M +$1.73M +29,818 New
RSWM
639
Robertson Stephens Wealth Management
California
$1.65M -$374K -6,425 -18%
HSA
640
HBK Sorce Advisory
Pennsylvania
$1.64M +$205K +3,532 +14%
EM
641
ELCO Management
New York
$1.64M -$5.82K -100 -0.3%
HG
642
Herbst Group
Connecticut
$1.63M -$377K -6,481 -18%
PSCM
643
Per Stirling Capital Management
Texas
$1.62M +$33.6K +578 +2%
BFG
644
Bleakley Financial Group
New Jersey
$1.61M -$505K -8,686 -23%
SI
645
Stirlingshire Investments
New York
$1.6M -$968K -16,646 -37%
TWP
646
Triad Wealth Partners
Kansas
$1.6M +$119K +2,049 +8%
RPGK
647
Retirement Planning Group (Kansas)
Kansas
$1.6M -$3.46M -59,500 -68%
GWMR
648
GC Wealth Management RIA
Massachusetts
$1.6M – – –
HWM
649
HB Wealth Management
Georgia
$1.59M -$235K -4,041 -13%
PRTG
650
Post Resch Tallon Group
New York
$1.58M -$61.1K -1,050 -4%
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