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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
926
Advance Capital Management
Michigan
$548K -$115K -2,038 -17%
RWM
927
Riverbend Wealth Management
South Carolina
$547K -$2.23M -39,543 -80%
AMM
928
American Money Management
California
$546K -$29.8K -528 -5%
AI
929
Accredited Investors
Minnesota
$544K +$6.72K +119 +1%
VA
930
VestGen Advisors
Illinois
$544K +$72.2K +1,278 +15%
RA
931
Rockingstone Advisors
Massachusetts
$542K -$214K -3,790 -28%
MCA
932
MSH Capital Advisors
Arizona
$540K -$87.2K -1,544 -14%
EWA
933
Evolution Wealth Advisors
Florida
$538K +$46.2K +818 +9%
OCM
934
One Capital Management
California
$536K – – –
OAG
935
Oakmont Advisory Group
New Mexico
$534K -$181K -3,212 -25%
SA
936
Skyline Advisors
Washington
$532K -$84.8K -1,502 -14%
SIA
937
Sovereign Investment Advisors
Arizona
$527K +$127K +2,246 +32%
FAM
938
Formidable Asset Management
Ohio
$527K -$46.2K -818 -8%
KF
939
KKM Financial
Illinois
$526K -$8.47K -150 -2%
AA
940
Argent Advisors
Louisiana
$524K – – –
AA
941
Advisory Advocates
Michigan
$524K +$128K +2,260 +32%
PCA
942
Private Capital Advisors
Connecticut
$514K +$114K +2,017 +29%
GWP
943
Gateway Wealth Partners
Wisconsin
$513K +$49.3K +873 +11%
R
944
Rebalance
California
$510K +$14.9K +263 +3%
BFWM
945
Bright Futures Wealth Management
New York
$508K +$60.4K +1,069 +13%
PAM
946
PVG Asset Management
Colorado
$508K -$10.1K -178 -2%
PF
947
PlanVest Financial
Maryland
$505K +$46.5K +824 +10%
SWM
948
Steinberganna Wealth Management
New York
$502K +$167K +2,954 +50%
RCG
949
Regatta Capital Group
California
$502K -$36.1K -639 -7%
GI
950
GAMMA Investing
California
$500K +$175K +3,107 +54%
36 37
38
39 40