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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
776
Samalin Investment Counsel
New York
$476K +$14.4K +256 +3%
PFP
777
Paragon Financial Partners
California
$474K +$4.9K +87 +1%
OFS
778
OneAscent Financial Services
Alabama
$473K +$460K +8,172 New
PFA
779
Pinnacle Family Advisors
Missouri
$472K +$29.6K +526 +7%
IIA
780
IPG Investment Advisors
California
$470K +$47.9K +850 +12%
WLPWM
781
Walled Lake Planning & Wealth Management
Illinois
$470K +$4.51K +80 +1%
CBFP
782
Cedar Brook Financial Partners
Ohio
$468K +$83.5K +1,482 +22%
SIM
783
Seaview Investment Managers
Florida
$466K +$454K +8,052 New
RPSA
784
Richard P. Slaughter Associates
Texas
$464K -$13.7M -243,258 -97%
CT
785
Colonial Trust
South Carolina
$462K +$77.5K +1,375 +21%
AA
786
AlphaMark Advisors
Kentucky
$460K +$50.8K +902 +13%
KFI
787
Key Financial Inc
Pennsylvania
$458K -$3.1K -55 -0.7%
AFM
788
Armstrong Fleming & Moore
District of Columbia
$456K +$444K +7,885 New
CHJWM
789
Carlton Hofferkamp & Jenks Wealth Management
Texas
$451K +$3.38K +60 +0.8%
SI
790
SimpliFi Inc
California
$442K +$42.2K +749 +11%
P
791
&Partners
Tennessee
$438K -$663K -11,772 -61%
WA
792
WESPAC Advisors
California
$436K -$21.9K -389 -5%
SMF
793
Sterling Manor Financial
New York
$435K +$47.8K +848 +13%
CS
794
Cannell & Spears
New York
$434K +$423K +7,500 New
CRC
795
Curi RMB Capital
Illinois
$433K +$422K +7,482 New
TWP
796
Tempus Wealth Planning
California
$433K -$27.6K -490 -6%
MSFS
797
Main Street Financial Solutions
Pennsylvania
$433K +$69.1K +1,227 +20%
AWM
798
Activest Wealth Management
Florida
$429K +$364K +6,465 +687%
WWG
799
West Wealth Group
California
$422K +$411K +7,290 New
LA
800
Latitude Advisors
Florida
$421K -$934K -16,577 -70%
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