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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
726
Prosperity Wealth Management
California
$1.09M -$256K -4,516 -19%
AFO
727
Arrowroot Family Office
California
$1.09M +$32.4K +570 +3%
VA
728
VestGen Advisors
Illinois
$1.09M -$103K -1,811 -9%
UW
729
Unique Wealth
Florida
$1.08M -$445K -7,833 -29%
O3W
730
Omni 360 Wealth
New Jersey
$1.07M -$31.5K -555 -3%
FLPIM
731
F.L. Putnam Investment Management
Massachusetts
$1.07M +$57.9K +1,020 +6%
CPA
732
Cardiff Park Advisors
California
$1.07M +$11K +194 +1%
EWA
733
Evolution Wealth Advisors
Florida
$1.07M -$109K -1,920 -9%
BTI
734
Blue Trust Inc
Georgia
$1.06M -$14.9K -263 -1%
MWM
735
Marion Wealth Management
Pennsylvania
$1.04M +$14.8K +260 +1%
ACP
736
Argyle Capital Partners
California
$1.04M +$111K +1,951 +12%
SFG
737
SNS Financial Group
Minnesota
$1.01M +$59.6K +1,050 +6%
MAM
738
Mainsail Asset Management
Alabama
$995K +$989K +17,423 New
EFL
739
ERn Financial LLC
Wisconsin
$994K +$13.3K +235 +1%
WKSWA
740
White Knight Strategic Wealth Advisors
New Jersey
$994K -$86.4K -1,522 -8%
WIA
741
Westbourne Investment Advisors
Maryland
$994K +$988K +17,400 New
ACM
742
Advance Capital Management
Michigan
$993K -$21.3M -374,622 -96%
PCM
743
Pointe Capital Management
Michigan
$990K -$237K -4,171 -19%
FWP
744
Falcon Wealth Planning
California
$987K +$202K +3,552 +26%
SIM
745
Studio Investment Management
Illinois
$975K +$27.7K +488 +3%
SA
746
Strategic Advisors
New York
$969K +$356K +6,274 +59%
ACP
747
Aviance Capital Partners
Florida
$968K +$2.33K +41 +0.2%
WTC
748
WhitTier Trust Company
Nevada
$966K +$22.8K +401 +2%
DWM
749
Dakota Wealth Management
Florida
$965K – – –
CAM
750
Concorde Asset Management
Michigan
$959K +$959K +16,885 New
28 29
30
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