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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
DPI
751
Diversified Portfolios Inc
Michigan
$957K +$37.4K +658 +4%
TA
752
Tactive Advisors
Florida
$952K +$29K +511 +3%
BCM
753
Brasada Capital Management
Texas
$949K -$640K -11,277 -40%
MLRA
754
Main Line Retirement Advisors
Montana
$947K +$17.3K +304 +2%
FFG
755
Fiduciary Financial Group
California
$938K +$289K +5,096 +45%
JWM
756
Jupiter Wealth Management
Colorado
$928K – – –
AFC
757
AFT Forsyth & Company
Florida
$925K +$216K +3,811 +31%
MFGM
758
Marshall Financial Group (Maryland)
Maryland
$918K -$126K -2,219 -12%
TWM
759
Triton Wealth Management
Arizona
$915K -$374K -6,581 -29%
PCS
760
Personal CFO Solutions
New Jersey
$909K +$140K +2,461 +18%
IA
761
IAM Advisory
Pennsylvania
$908K -$6.19K -109 -0.7%
MFG
762
Menard Financial Group
Texas
$907K -$64K -1,127 -7%
TF
763
Tandem Financial
Colorado
$902K -$145K -2,555 -14%
VAS
764
Vestmark Advisory Solutions
Massachusetts
$877K +$872K +15,362 New
RFA
765
Reyes Financial Architecture
California
$873K +$137K +2,419 +19%
DWM
766
Drive Wealth Management
Utah
$872K -$918K -16,164 -51%
FVWA
767
Foster Victor Wealth Advisors
South Carolina
$872K +$228K +4,019 +36%
LSA
768
L & S Advisors
California
$870K +$27.7K +487 +3%
CA
769
CGN Advisors
Kansas
$869K +$275K +4,838 +47%
AFG
770
Atomi Financial Group
New York
$869K +$377K +6,646 +78%
III
771
Independent Investors Inc
New York
$869K -$5.91K -104 -0.7%
CLA
772
Carnegie Lake Advisors
New Jersey
$864K +$7.55K +133 +0.9%
TP
773
Tranquility Partners
Tennessee
$859K +$12.8K +226 +2%
BMCM
774
Bryn Mawr Capital Management
Pennsylvania
$858K -$124K -2,176 -13%
AWP
775
Axis Wealth Partners
Rhode Island
$857K +$106K +1,864 +14%
29 30
31
32 33