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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
176
Matthew Goff Investment Advisor
Texas
$12.8M +$14.7M +252,742 New
CW
177
CreativeOne Wealth
Kansas
$12.8M +$563K +9,675 +4%
FGG
178
Financial Guidance Group
Florida
$12.7M +$213K +3,653 +2%
CB
179
Community Bank
New York
$12.7M +$2.76M +47,528 +27%
SFG
180
SageGuard Financial Group
Tennessee
$12.7M -$4.32M -74,218 -25%
WHG
181
Westwood Holdings Group
Texas
$12.5M -$1.1M -18,838 -8%
IWA
182
IVC Wealth Advisors
Pennsylvania
$12.4M +$971K +16,693 +8%
FNA
183
First National Advisers
Nebraska
$12M -$210K -3,605 -2%
UB
184
UMB Bank
Missouri
$12M -$973K -16,721 -7%
CAL
185
Capital Analysts LLC
Pennsylvania
$11.9M +$1.23M +21,198 +11%
MFG
186
MTM Financial Group
Pennsylvania
$11.8M +$1.35M +23,130 +12%
WS
187
Wedbush Securities
California
$11.8M +$1.48M +25,372 +14%
JAWA
188
John A. Wolfe & Associates
Michigan
$11.8M +$749K +12,882 +7%
CC
189
Courier Capital
New York
$11.5M -$935K -16,077 -7%
BAM
190
Belpointe Asset Management
Nevada
$11.3M +$1.96M +33,668 +20%
SFP
191
Sandbox Financial Partners
Maryland
$11.2M +$31K +533 +0.3%
NRI
192
NFP Retirement Inc
California
$11.2M +$487K +8,375 +4%
GWANC
193
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.1M -$382K -6,573 -3%
AAP
194
Arax Advisory Partners
Colorado
$11.1M +$11M +188,912 +2,715%
MA
195
MCF Advisors
Kentucky
$11.1M +$11.4M +195,134 New
PWM
196
Power Wealth Management
Georgia
$11M +$300K +5,162 +3%
CCP
197
Cassia Capital Partners
North Carolina
$10.8M -$895K -15,382 -7%
ATC
198
Argent Trust Co
Tennessee
$10.8M +$259K +4,451 +2%
IFG
199
Independent Financial Group
California
$10.7M +$69.8K +1,200 +0.6%
AWMG
200
ADG Wealth Management Group
Louisiana
$10.6M +$787K +13,526 +8%
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