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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
651
Joel Isaacson & Co
New York
$1.49M -$403K -7,270 -22%
IAA
652
Independent Advisor Alliance
North Carolina
$1.49M +$556K +10,037 +62%
PFA
653
Plotkin Financial Advisors
Maryland
$1.47M -$161K -2,900 -10%
WA
654
Wealth Alliance
New York
$1.47M +$97.8K +1,765 +7%
DAS
655
Diversify Advisory Services
Utah
$1.46M +$800K +14,434 +125%
PSIWM
656
Paradigm Strategies in Wealth Management
Minnesota
$1.46M +$134K +2,414 +10%
IFWM
657
Institute for Wealth Management
Colorado
$1.46M +$50.4K +909 +4%
TAM
658
Tocqueville Asset Management
New York
$1.45M +$1.42M +25,560 New
LWM
659
LongView Wealth Management
Georgia
$1.45M +$466K +8,421 +49%
LS
660
Leelyn Smith
Illinois
$1.45M +$42.5K +767 +3%
WDG
661
Wealth Dimensions Group
Ohio
$1.44M -$443 -8 -0%
CCMW
662
Cypress Capital Management (Wyoming)
Wyoming
$1.44M -$55K -993 -4%
GM
663
GeoWealth Management
Illinois
$1.42M +$460K +8,312 +50%
BWM
664
BCGM Wealth Management
Indiana
$1.42M +$46.8K +845 +4%
MPPLM
665
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.42M +$243K +4,390 +21%
NG
666
Novem Group
New York
$1.4M -$8.53K -154 -0.6%
SDH
667
Sloy Dahl & Holst
Washington
$1.4M +$160K +2,895 +13%
WCM
668
Winebrenner Capital Management
Kentucky
$1.4M -$78.4K -1,415 -5%
PF
669
Prosperitas Financial
California
$1.39M +$60.5K +1,093 +5%
LWM
670
LJI Wealth Management
Indiana
$1.38M +$291K +5,256 +28%
CCAM
671
Cascades Capital Asset Management
North Carolina
$1.38M +$517K +9,340 +63%
GCM
672
Generation Capital Management
New York
$1.37M +$93.5K +1,687 +8%
FRA
673
Frank Rimerman Advisors
California
$1.35M +$274K +4,949 +26%
CAS
674
Coppell Advisory Solutions
Texas
$1.35M +$1.32M +23,755 New
SNBOSCI
675
Security National Bank of Sioux City Iowa
Iowa
$1.34M +$764K +13,800 +140%
25 26
27
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