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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CLA
826
Carnegie Lake Advisors
New Jersey
$630K -$64.7K -1,090 -9%
AFM
827
Armstrong Fleming & Moore
District of Columbia
$628K +$25.2K +424 +4%
CFA
828
Capstone Financial Advisors
Illinois
$626K +$49.5K +834 +8%
FWM
829
Fortress Wealth Management
California
$625K +$8.49K +143 +1%
FFWM
830
Future Financial Wealth Management
Ohio
$613K -$3.38K -57 -0.5%
OC
831
Optima Capital
Oregon
$612K +$628K +10,575 New
TA
832
TFB Advisors
Kansas
$612K +$150K +2,525 +31%
AFA
833
American Financial Advisors
Georgia
$607K +$8.43K +142 +1%
LA
834
Latitude Advisors
Florida
$605K +$108K +1,821 +21%
BAM
835
BTS Asset Management
Massachusetts
$600K -$47.7K -804 -7%
MAWA
836
Moss Adams Wealth Advisors
Washington
$598K -$1.72K -29 -0.3%
AG
837
AlTi Global
New York
$596K +$238K +4,000 +64%
CRC
838
Curi RMB Capital
Illinois
$593K -$63.2K -1,065 -9%
ACA
839
Ascension Capital Advisors
Texas
$592K -$21.9K -369 -3%
LWM
840
LongView Wealth Management
Georgia
$587K +$606K +10,202 New
FRA
841
Frank Rimerman Advisors
California
$582K +$600K +10,108 New
NW
842
Naviter Wealth
Arkansas
$581K +$88.2K +1,486 +17%
TWP
843
Tempus Wealth Planning
California
$580K +$599K +10,089 New
ACA
844
American Capital Advisory
Idaho
$580K – – –
FA
845
Fortis Advisors
Pennsylvania
$578K +$11.6K +196 +2%
AA
846
Argent Advisors
Louisiana
$577K +$22.1K +373 +4%
GCM
847
Generation Capital Management
New York
$576K +$594K +10,006 New
LSA
848
Lion Street Advisors
Texas
$570K -$29.7K -500 -5%
BWP
849
Balboa Wealth Partners
Arizona
$570K -$2.49M -41,950 -81%
BWM
850
BlackDiamond Wealth Management
New York
$569K -$1.19K -20 -0.2%
32 33
34
35 36