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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
601
Howard Financial Services
Texas
$1.27M -$54.6K -950 -4%
AGWCA
602
Annis Gardner Whiting Capital Advisors
Florida
$1.27M +$163K +2,827 +15%
LIG
603
Lokken Investment Group
Delaware
$1.26M +$106K +1,851 +10%
SIS
604
Sound Income Strategies
Florida
$1.26M -$86.3K -1,500 -7%
PSCM
605
Per Stirling Capital Management
Texas
$1.25M +$136K +2,358 +13%
CD
606
Chapin Davis
Maryland
$1.25M +$148K +2,566 +14%
EFL
607
ERn Financial LLC
Wisconsin
$1.25M +$86.1K +1,496 +8%
DA
608
Detalus Advisors
Missouri
$1.23M -$56.5K -983 -5%
PEA
609
Park Edge Advisors
Ohio
$1.21M +$187K +3,250 +19%
FPWM
610
FSB Premier Wealth Management
Iowa
$1.21M +$378K +6,569 +47%
CCM
611
Coldstream Capital Management
Washington
$1.21M +$111K +1,924 +10%
FAM
612
Family Asset Management
South Carolina
$1.21M -$44.8K -779 -4%
ACM
613
Alpha Capital Management
Texas
$1.2M -$7.77K -135 -0.7%
DWM
614
Drive Wealth Management
Utah
$1.19M +$1.15M +19,929 New
JSL
615
JT Stratford LLC
Georgia
$1.18M +$630K +10,946 +122%
ACM
616
Andina Capital Management
Utah
$1.18M -$45.6K -792 -4%
RFC
617
Regions Financial Corp
Alabama
$1.18M +$196K +3,407 +21%
O3W
618
Omni 360 Wealth
New Jersey
$1.18M +$23.2K +404 +2%
SIG
619
Spinnaker Investment Group
California
$1.18M -$9.61K -167 -0.8%
OP
620
ORG Partners
Indiana
$1.18M +$32K +557 +3%
TMWM
621
Taylor & Morgan Wealth Management
Michigan
$1.17M -$239K -4,154 -17%
EWA
622
Etesian Wealth Advisors
Oregon
$1.16M +$324K +5,630 +40%
BA
623
Bellwether Advisors
Nebraska
$1.15M – – –
RWS
624
Resolute Wealth Strategies
Mississippi
$1.15M -$164K -2,852 -13%
WCM
625
Wealthcare Capital Management
Virginia
$1.14M -$12.1K -210 -1%
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