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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
401
WealthPlan Investment Management
Nebraska
$2.1M -$675K -12,355 -25%
EA
402
Eudaimonia Advisors
Tennessee
$2.07M -$50.1K -917 -2%
RAM
403
Redmond Asset Management
Virginia
$2.07M +$151K +2,768 +8%
RJT
404
Raymond James Trust
Florida
$2.06M +$82.8K +1,517 +4%
OPWM
405
Oxinas Partners Wealth Management
Indiana
$2.05M +$887K +16,246 +78%
MWM
406
Mission Wealth Management
California
$2.03M -$216K -3,962 -10%
GAM
407
Gotham Asset Management
New York
$2.03M – – –
RFA
408
Register Financial Advisors
Georgia
$2.01M +$393K +7,200 +25%
DADC
409
D.A. Davidson & Co
Montana
$1.97M +$355K +6,503 +22%
CIA
410
Caerus Investment Advisors
Texas
$1.95M +$917K +16,798 +91%
CCMW
411
Cypress Capital Management (Wyoming)
Wyoming
$1.91M -$254K -4,660 -12%
PWM
412
Prosperity Wealth Management
California
$1.91M +$741K +13,578 +65%
CWM
413
Congress Wealth Management
Massachusetts
$1.9M -$1.09M -20,043 -37%
SA
414
Stewardship Advisors
Pennsylvania
$1.89M -$42.8K -784 -2%
ATPW
415
Ashton Thomas Private Wealth
Arizona
$1.88M +$263K +4,811 +16%
NFG
416
Norris Financial Group
South Carolina
$1.87M -$313K -5,736 -15%
NCM
417
Nelson Capital Management
California
$1.86M -$182K -3,324 -9%
WE
418
Wealth Effects
Massachusetts
$1.83M +$269K +4,932 +17%
MP
419
McDonald Partners
Ohio
$1.83M -$13.7K -250 -0.7%
CIG
420
Cascade Investment Group
Colorado
$1.82M +$32.3K +592 +2%
LFGH
421
Lee Financial Group Hawaii
Hawaii
$1.81M +$524K +9,587 +41%
PG
422
Prostatis Group
Maryland
$1.8M +$93.3M +1,709,127 +8,579%
HG
423
Herbst Group
Connecticut
$1.8M +$37.4K +685 +2%
SIAP
424
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.8M +$138K +2,522 +8%
CRWM
425
Castle Rock Wealth Management
California
$1.78M -$37.4K -684 -2%
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