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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
751
Cannell & Co
New York
$412K – – –
CCB
752
Cutter & Co Brokerage
Missouri
$407K +$5.88K +109 +1%
IIA
753
IPG Investment Advisors
California
$403K +$30.2K +560 +8%
NWA
754
Navis Wealth Advisors
New York
$403K – – –
AAS
755
Asset Allocation Strategies
Michigan
$398K +$13.6K +253 +4%
1WM
756
1900 Wealth Management
Texas
$395K -$216K -3,997 -36%
BFG
757
Berger Financial Group
Minnesota
$393K +$149K +2,768 +63%
AA
758
AlphaMark Advisors
Kentucky
$388K -$191K -3,543 -33%
TWM
759
Tanglewood Wealth Management
Texas
$387K +$380K +7,040 New
SWM
760
Stockman Wealth Management
Montana
$386K -$49.8K -923 -12%
FW
761
FirstPurpose Wealth
Utah
$383K +$84.5K +1,567 +29%
PEA
762
Park Edge Advisors
Ohio
$379K +$372K +6,892 New
IAP
763
Indie Asset Partners
Indiana
$377K -$51.2K -949 -12%
TPWA
764
TRUE Private Wealth Advisors
Oregon
$373K -$14.3K -265 -4%
EWM
765
Endowment Wealth Management
Wisconsin
$373K -$38K -705 -9%
LFA
766
LGT Financial Advisors
Texas
$372K +$48.3K +896 +15%
SI
767
SimpliFi Inc
California
$369K – – –
SMF
768
Sterling Manor Financial
New York
$367K +$359K +6,667 New
AA
769
Argent Advisors
Louisiana
$366K – – –
CBFP
770
Cedar Brook Financial Partners
Ohio
$364K -$5.23K -97 -1%
CT
771
Colonial Trust
South Carolina
$363K – – –
JWBC
772
John W. Brooker & Co
California
$362K +$6.25K +116 +2%
APW
773
Atlantic Private Wealth
North Carolina
$360K – – –
EL
774
EMFO LLC
Florida
$357K -$377K -7,000 -52%
3IP
775
3Chopt Investment Partners
Virginia
$351K +$342K +6,340 New
29 30
31
32 33