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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
SRS
926
Strong Retirement Solutions
Washington
$562K +$25.9K +459 +5%
CAP
927
Columbia Advisory Partners
Washington
$559K +$21.3K +377 +4%
VIA
928
Vickerman Investment Advisors
Washington
$558K +$20K +354 +4%
HAP
929
Harbor Asset Planning
Massachusetts
$557K -$157K -2,784 -22%
RDWM
930
Red Door Wealth Management
Tennessee
$556K -$71.2K -1,260 -11%
CWS
931
Cypress Wealth Services
California
$555K -$145K -2,560 -21%
TA
932
TPG Advisors
Illinois
$553K +$235K +4,165 +74%
ACM
933
Advance Capital Management
Michigan
$548K -$115K -2,038 -17%
RWM
934
Riverbend Wealth Management
South Carolina
$547K -$2.23M -39,543 -80%
AMM
935
American Money Management
California
$546K -$29.8K -528 -5%
AI
936
Accredited Investors
Minnesota
$544K +$6.72K +119 +1%
VA
937
VestGen Advisors
Illinois
$544K +$72.2K +1,278 +15%
RA
938
Rockingstone Advisors
Massachusetts
$542K -$214K -3,790 -28%
MCA
939
MSH Capital Advisors
Arizona
$540K -$87.2K -1,544 -14%
EWA
940
Evolution Wealth Advisors
Florida
$538K +$46.2K +818 +9%
OCM
941
One Capital Management
California
$536K – – –
OAG
942
Oakmont Advisory Group
New Mexico
$534K -$181K -3,212 -25%
SA
943
Skyline Advisors
Washington
$532K -$84.8K -1,502 -14%
SIA
944
Sovereign Investment Advisors
Arizona
$527K +$127K +2,246 +32%
FAM
945
Formidable Asset Management
Ohio
$527K -$46.2K -818 -8%
KF
946
KKM Financial
Illinois
$526K -$8.47K -150 -2%
AA
947
Argent Advisors
Louisiana
$524K – – –
AA
948
Advisory Advocates
Michigan
$524K +$128K +2,260 +32%
PCA
949
Private Capital Advisors
Connecticut
$514K +$114K +2,017 +29%
GWP
950
Gateway Wealth Partners
Wisconsin
$513K +$49.3K +873 +11%
36 37
38
39 40