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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
751
Personal CFO Solutions
New Jersey
$547K -$28.6K -506 -5%
KFI
752
Key Financial Inc
Pennsylvania
$544K +$95.2K +1,683 +21%
WOSD
753
WFA of San Diego
California
$541K +$540K +9,540 New
CRC
754
Curi RMB Capital
Illinois
$538K +$114K +2,015 +27%
ATS
755
Ashton Thomas Securities
New York
$530K +$534K +9,440 New
KWM
756
Koa Wealth Management
California
$530K +$22.5K +398 +4%
EWM
757
Evercore Wealth Management
New York
$529K – – –
FT
758
Fiduciary Trust
Massachusetts
$529K – – –
CFP
759
Cascade Financial Partners
California
$525K +$57 +1 +0%
TDC
760
Thompson Davis & Co
Virginia
$519K – – –
DWG
761
Darden Wealth Group
Michigan
$519K +$11.3K +200 +2%
FAM
762
Formidable Asset Management
Ohio
$514K +$222K +3,929 +76%
SEP
763
Southland Equity Partners
Missouri
$513K -$32.7K -578 -6%
CT
764
Clearstead Trust
Maine
$513K – – –
ICM
765
IMS Capital Management
Oregon
$508K -$37.8K -669 -7%
SWM
766
Sugarloaf Wealth Management
Georgia
$507K +$8.88K +157 +2%
JSL
767
JT Stratford LLC
Georgia
$507K +$39K +689 +8%
MA
768
Montag & Associates
Georgia
$505K +$1.41K +25 +0.3%
CT
769
Colonial Trust
South Carolina
$497K +$45.1K +797 +10%
CHJWM
770
Carlton Hofferkamp & Jenks Wealth Management
Texas
$494K +$35.2K +622 +8%
LI
771
LVZ Inc
Michigan
$493K -$23.1K -409 -4%
EFG
772
Embree Financial Group
Illinois
$489K +$140K +2,476 +40%
CCB
773
Cutter & Co Brokerage
Missouri
$487K +$6.96K +123 +1%
SWIM
774
Smallwood Wealth Investment Management
New Jersey
$484K +$2.49K +44 +0.5%
SFWC
775
Strategic Family Wealth Counselors
New Jersey
$481K +$122K +2,164 +34%
29 30
31
32 33