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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
751
GeoWealth Management
Illinois
$954K -$248K -4,249 -20%
LB
752
Legacy Bridge
Iowa
$952K -$48.1K -826 -5%
III
753
Independent Investors Inc
New York
$952K +$131K +2,245 +16%
WKSWA
754
White Knight Strategic Wealth Advisors
New Jersey
$937K -$219K -3,754 -19%
IA
755
IAM Advisory
Pennsylvania
$936K +$78.4K +1,345 +9%
JSL
756
JT Stratford LLC
Georgia
$935K +$130K +2,231 +16%
MCM
757
Monument Capital Management
Virginia
$932K -$136K -2,341 -13%
RFA
758
Reyes Financial Architecture
California
$925K -$197K -3,378 -17%
BCP
759
Blue Chip Partners
Michigan
$924K -$23.4K -402 -2%
AA
760
Acorns Advisers
California
$922K +$182K +3,125 +24%
TWP
761
Tyche Wealth Partners
Texas
$921K +$574K +9,860 +157%
SFG
762
SNS Financial Group
Minnesota
$921K +$13.8K +237 +1%
IAA
763
Independent Advisor Alliance
North Carolina
$921K +$166K +2,857 +22%
DA
764
Detalus Advisors
Missouri
$917K -$252K -4,332 -21%
JWM
765
Jupiter Wealth Management
Colorado
$915K – – –
TSS
766
Two Sigma Securities
New York
$909K +$484K +8,303 +109%
LWA
767
Lineweaver Wealth Advisors
Ohio
$893K -$4.43K -76 -0.5%
AFP
768
Alpha Financial Partners
Kentucky
$892K +$207K +3,550 +29%
ACP
769
Argyle Capital Partners
California
$892K -$13.7K -235 -1%
OWP
770
ORG Wealth Partners
Texas
$884K +$905K +15,539 New
S4W
771
Solutions 4 Wealth
Texas
$882K +$10.7K +183 +1%
CP
772
Camelot Portfolios
Ohio
$867K +$884K +15,178 New
HH
773
Hilltop Holdings
Texas
$865K -$3.15M -54,039 -78%
CAL
774
Capital Advisors Ltd
Ohio
$861K +$66.1K +1,135 +8%
CCA
775
Cooper Capital Advisors
California
$858K -$123K -2,115 -12%
29 30
31
32 33