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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
826
Safeguard Investment Advisory Group
California
$733K +$423K +7,640 +145%
AWM
827
Activest Wealth Management
Florida
$733K +$3.93K +71 +0.6%
RFA
828
Reyes Financial Architecture
California
$731K -$184K -3,314 -20%
IBOK
829
Independence Bank of Kentucky
Kentucky
$727K – – –
AI
830
Auour Investments
Massachusetts
$725K +$31.4K +567 +5%
TSWM
831
Tyler-Stone Wealth Management
Ohio
$723K – – –
NWA
832
Navis Wealth Advisors
New York
$723K -$76.2K -1,375 -10%
CCP
833
Clarity Capital Partners
California
$718K -$1.14M -20,631 -62%
CRC
834
Curi RMB Capital
Illinois
$716K +$61.9K +1,117 +10%
TDC
835
Thompson Davis & Co
Virginia
$715K -$99K -1,787 -12%
TWP
836
Triad Wealth Partners
Kansas
$713K +$301K +5,432 +76%
NCM
837
Novare Capital Management
North Carolina
$710K -$24K -433 -3%
AWM
838
AllSquare Wealth Management
New York
$705K -$384K -6,928 -36%
AFC
839
AFT Forsyth & Company
Florida
$704K +$181K +3,270 +36%
MWP
840
Madison Wealth Partners
Wisconsin
$704K +$28.4K +513 +4%
LWM
841
Lakeridge Wealth Management
Ohio
$696K +$77.6K +1,400 +13%
LWM
842
Lionsbridge Wealth Management
Florida
$694K -$4.1M -73,953 -86%
FG
843
Fiduciary Group
Georgia
$684K +$61.5K +1,110 +10%
MAMG
844
Milestone Asset Management Group
Connecticut
$682K +$21.1K +381 +3%
RFC
845
Regions Financial Corp
Alabama
$671K -$838K -15,131 -56%
FGA
846
Fortis Group Advisors
New Jersey
$671K +$658K +11,879 New
WB
847
West Bancorporation
Iowa
$669K -$94.7K -1,710 -13%
OWP
848
ORG Wealth Partners
Texas
$669K -$209K -3,770 -24%
DWG
849
Darden Wealth Group
Michigan
$668K -$138K -2,500 -18%
CAP
850
Columbia Advisory Partners
Washington
$666K +$240K +4,328 +59%
32 33
34
35 36