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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
GMFG
351
Greater Midwest Financial Group
Minnesota
$4.81M +$838K +14,118 +20%
PA
352
Procyon Advisors
Connecticut
$4.81M -$774K -13,033 -13%
HG
353
Herbst Group
Connecticut
$4.78M +$1.93M +32,449 +64%
CF
354
Centaurus Financial
California
$4.78M +$273K +4,602 +6%
CC
355
Courier Capital
New York
$4.75M +$4.19M +70,648 +595%
IIA
356
Integral Investment Advisors
California
$4.74M -$141K -2,375 -3%
SFWA
357
Summit Financial Wealth Advisors
Louisiana
$4.73M +$556K +9,369 +13%
AIC
358
Archer Investment Corporation
Indiana
$4.69M +$1.04M +17,435 +27%
CFSG
359
Community Financial Services Group
Vermont
$4.65M +$939K +15,821 +24%
PF
360
Penney Financial
Texas
$4.62M +$93.2K +1,570 +2%
ORC
361
O'Rourke & Company
Massachusetts
$4.57M +$197K +3,325 +4%
NFSG
362
Newbridge Financial Services Group
Florida
$4.54M +$230K +3,871 +5%
AAA
363
American Alpha Advisors
New York
$4.48M +$81.5K +1,373 +2%
PGAM
364
Princeton Global Asset Management
New Jersey
$4.48M -$96.1K -1,619 -2%
JPLA
365
Joseph P. Lucia & Associates
New York
$4.47M +$308K +5,188 +7%
TGAM
366
TBH Global Asset Management
Tennessee
$4.46M -$1.06M -17,840 -19%
NLP
367
Next Level Private
New York
$4.45M +$453K +7,633 +11%
CWMGO
368
Capstone Wealth Management Group (Oregon)
Oregon
$4.45M +$4.6M +77,387 New
GF
369
Gries Financial
Ohio
$4.42M +$1.52M +25,590 +50%
CWG
370
Cornerstone Wealth Group
North Carolina
$4.4M +$78K +1,313 +2%
AWA
371
Arete Wealth Advisors
Illinois
$4.38M +$150K +2,518 +3%
SAS
372
Stelac Advisory Services
New York
$4.35M – – –
LTL
373
Lowery Thomas LLC
California
$4.34M +$337K +5,669 +8%
T
374
Transce3nd
Texas
$4.33M +$4.47M +75,224 New
EP
375
Essential Planning
New Hampshire
$4.33M +$4.33M +72,855 New
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15
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