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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1051
Reicon Wealth Advisors
Georgia
$359K +$359K +6,280 New
LWMM
1052
Legacy Wealth Management (Mississippi)
Mississippi
$359K – – –
PGFC
1053
Peapack-Gladstone Financial Corp
New Jersey
$358K – – –
NF
1054
NavPoint Financial
Minnesota
$358K +$62.7K +1,098 +21%
NAS
1055
Nicolet Advisory Services
Wisconsin
$357K +$21.8K +382 +7%
B
1056
Bailard
California
$357K – – –
ARC
1057
Advisor Resource Council
Texas
$354K +$346K +6,067 New
MFP
1058
Meridian Financial Partners
Virginia
$352K -$165K -2,882 -32%
ECA
1059
Elevate Capital Advisors
Colorado
$351K +$1.2K +21 +0.3%
PP
1060
Patron Partners
Texas
$350K +$99.4K +1,740 +40%
PMSA
1061
Patrick M. Sweeney & Associates
Illinois
$348K +$6.05K +106 +2%
EWM
1062
EPG Wealth Management
Georgia
$347K +$11.9K +209 +4%
CWP
1063
Core Wealth Partners
California
$345K +$344K +6,033 New
1WM
1064
1900 Wealth Management
Texas
$344K -$8.68K -152 -2%
TR
1065
Tepp RIA
New Jersey
$344K -$20.8K -364 -6%
WFP
1066
Welch Financial Planning
Colorado
$343K +$342K +5,985 New
RFA
1067
Rollins Financial Advisors
New York
$339K -$27.4K -480 -8%
CWA
1068
Crux Wealth Advisors
California
$333K +$3.43K +60 +1%
GFPC
1069
Global Financial Private Client
Florida
$332K +$27.6K +483 +9%
WIC
1070
Woodmont Investment Counsel
Tennessee
$329K – – –
FFG
1071
Fortress Financial Group
Minnesota
$329K +$6.17K +108 +2%
FCA
1072
Fortis Capital Advisors
Kansas
$328K -$272K -4,766 -45%
CMMS
1073
Comprehensive Money Management Services
Florida
$328K +$17.4K +305 +6%
CB
1074
Chris Bulman
California
$324K +$2.57K +45 +0.8%
IC
1075
IEQ Capital
California
$324K +$323K +5,665 New
41 42
43
44 45