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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
FPGK
601
Financial Partners Group (Kansas)
Kansas
$1.88M -$16.2M -292,294 -90%
CPC
602
Consolidated Planning Corp
Georgia
$1.87M -$16.9K -305 -0.9%
TCM
603
Triumph Capital Management
Colorado
$1.86M -$64.8K -1,169 -3%
IWM
604
IHT Wealth Management
Illinois
$1.86M -$37K -668 -2%
BWM
605
BKM Wealth Management
Wisconsin
$1.85M +$61.7K +1,114 +4%
WIM
606
WealthPlan Investment Management
Nebraska
$1.85M +$537K +9,700 +43%
GCM
607
Gables Capital Management
Florida
$1.84M -$174K -3,150 -9%
ST
608
Somerset Trust
Pennsylvania
$1.83M +$18.4K +333 +1%
KIA
609
Kraematon Investment Advisors
Massachusetts
$1.83M -$36.5K -659 -2%
WANY
610
Wealthspire Advisors (New York)
New York
$1.83M +$1.38M +24,928 +343%
WCP
611
Wealthcare Capital Partners
Pennsylvania
$1.83M +$19.8K +358 +1%
SS
612
Sunbelt Securities
Texas
$1.83M +$742K +13,391 +73%
TCA
613
Transcend Capital Advisors
New Jersey
$1.83M -$391K -7,067 -18%
MFA
614
Mayflower Financial Advisors
Massachusetts
$1.81M -$46.3K -836 -3%
RMF
615
Red Mountain Financial
Colorado
$1.81M +$5.76K +104 +0.3%
AG
616
AmeriFlex Group
Nevada
$1.8M -$1.24M -22,335 -41%
SFG
617
Sovereign Financial Group
Connecticut
$1.79M +$243K +4,395 +16%
DWM
618
Drive Wealth Management
Utah
$1.79M +$208K +3,751 +14%
HW
619
Hancock Whitney
Mississippi
$1.79M +$736K +13,286 +73%
CIG
620
Cascade Investment Group
Colorado
$1.76M +$16.1K +291 +0.9%
BIG
621
Brookwood Investment Group
Arizona
$1.74M -$395K -7,137 -19%
AGWCA
622
Annis Gardner Whiting Capital Advisors
Florida
$1.73M +$324K +5,851 +24%
NPT
623
National Philanthropic Trust
Pennsylvania
$1.73M – – –
NCM
624
Nelson Capital Management
California
$1.73M +$12.6K +227 +0.8%
UCFA
625
United Capital Financial Advisors
Texas
$1.72M +$107K +1,935 +7%
23 24
25
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