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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
551
Hancock Whitney
Mississippi
$2.35M +$310K +5,331 +15%
LFA
552
LGT Financial Advisors
Texas
$2.3M +$150K +2,577 +7%
RW
553
Rockport Wealth
Ohio
$2.3M -$1.6M -27,487 -40%
ACMG
554
Anchor Capital Management Group
California
$2.27M – – –
PWM
555
Purus Wealth Management
California
$2.26M -$250K -4,299 -10%
LWM
556
LJI Wealth Management
Indiana
$2.26M +$498K +8,566 +27%
TCM
557
Triumph Capital Management
Colorado
$2.25M +$415K +7,130 +22%
NA
558
Note Advisors
New York
$2.23M +$104K +1,788 +5%
WA
559
Whipplewood Advisors
Colorado
$2.21M -$273K -4,692 -11%
JSL
560
JT Stratford LLC
Georgia
$2.21M +$19K +326 +0.8%
BTI
561
Blue Trust Inc
Georgia
$2.21M +$207K +3,557 +10%
SOS
562
Silver Oak Securities
Tennessee
$2.2M -$702K -12,072 -24%
GGS
563
Galvin Gaustad & Stein
Arizona
$2.19M +$349K +5,993 +18%
HWA
564
Heritage Wealth Architects
Minnesota
$2.18M -$3.85M -66,178 -63%
JIC
565
Joel Isaacson & Co
New York
$2.18M -$372K -6,401 -14%
PFO
566
PMG Family Office
Texas
$2.17M +$117K +2,015 +6%
RC
567
Resolute Capital
South Carolina
$2.16M +$319K +5,481 +17%
SSWM
568
Sheets Smith Wealth Management
North Carolina
$2.16M -$169K -2,904 -7%
KFP
569
Kerr Financial Planning
California
$2.15M +$178K +3,053 +9%
LFS
570
Littlejohn Financial Services
Oregon
$2.15M -$93.4K -1,606 -4%
BFA
571
Beaumont Financial Advisors
Massachusetts
$2.15M -$125K -2,155 -5%
AA
572
Ancora Advisors
Ohio
$2.15M -$349 -6 -0%
TC
573
TFR Capital
Texas
$2.14M -$58 -1 -0%
HA
574
Helium Advisors
Washington
$2.14M +$223K +3,839 +11%
CFG
575
Carr Financial Group
Massachusetts
$2.14M +$164K +2,825 +8%
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