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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
226
Focus Financial Network
Minnesota
$418K +$18.8K +305 +5%
PCM
227
Parsons Capital Management
Rhode Island
$416K +$57K +925 +16%
FFG
228
Fortem Financial Group
California
$415K +$170K +2,754 +72%
SWM
229
Stockman Wealth Management
Montana
$411K -$85.9K -1,395 -18%
EFS
230
Essex Financial Services
Connecticut
$400K +$150K +2,430 +62%
SWP
231
Summit Wealth Partners
Florida
$392K +$382K +6,201 New
IWN
232
Independent Wealth Network
Iowa
$371K +$16.2K +263 +5%
CCFM
233
Clear Creek Financial Management
Washington
$363K +$66.5K +1,080 +23%
NA
234
NewEdge Advisors
Louisiana
$362K +$352K +5,722 New
SS
235
Sunbelt Securities
Texas
$354K +$359K +5,827 New
SWM
236
Silverlake Wealth Management
Vermont
$352K +$343K +5,575 New
GWM
237
Geneos Wealth Management
Colorado
$350K +$341K +5,539 New
YWP
238
YorkBridge Wealth Partners
New York
$348K – – –
IIA
239
IPG Investment Advisors
California
$348K +$30.2K +490 +10%
NCM
240
NCM Capital Management
New Jersey
$347K +$338K +5,486 New
AG
241
Ascent Group
Virginia
$347K +$356K +5,776 New
RWM
242
RBA Wealth Management
California
$346K +$337K +5,473 New
KFP
243
KMG Fiduciary Partners
Ohio
$345K +$123K +1,998 +58%
TIA
244
Tiemann Investment Advisors
California
$340K +$15.4K +250 +5%
HI
245
Harbour Investments
Wisconsin
$339K -$84K -1,363 -20%
AFG
246
Alterity Financial Group
Maine
$338K +$330K +5,355 New
KA
247
Kovack Advisors
Florida
$320K +$312K +5,064 New
PFA
248
Plotkin Financial Advisors
Maryland
$318K +$49.2K +798 +19%
SFP
249
Sandbox Financial Partners
Maryland
$304K +$296K +4,807 New
ANTB
250
AMG National Trust Bank
Colorado
$304K +$297K +4,815 New
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