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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
776
Evercore Wealth Management
New York
$555K – – –
WN
777
Williams & Novak
California
$553K +$179K +3,105 +50%
TW
778
Transform Wealth
Colorado
$552K -$2.53M -43,990 -83%
CFP
779
Cascade Financial Partners
California
$552K +$115 +2 +0%
LA
780
Lifeworks Advisors
Michigan
$547K -$338K -5,873 -39%
TDC
781
Thompson Davis & Co
Virginia
$545K – – –
KWM
782
Koa Wealth Management
California
$541K -$14.5K -252 -3%
CT
783
Clearstead Trust
Maine
$538K – – –
PCS
784
Personal CFO Solutions
New Jersey
$538K -$34.9K -606 -6%
WOSD
785
WFA of San Diego
California
$530K -$36.6K -636 -7%
VF
786
VitalStone Financial
Texas
$525K -$381K -6,620 -43%
MPWS
787
McCarter Private Wealth Services
Massachusetts
$524K +$506K +8,799 New
LA
788
Latitude Advisors
Florida
$517K +$80.1K +1,393 +19%
CPP
789
Capasso Planning Partners
South Carolina
$515K +$112K +1,955 +29%
CCB
790
Cutter & Co Brokerage
Missouri
$515K +$3.05K +53 +0.6%
CHJWM
791
Carlton Hofferkamp & Jenks Wealth Management
Texas
$514K +$8K +139 +2%
SWA
792
Sax Wealth Advisors
New Jersey
$510K +$166K +2,878 +51%
NW
793
Naviter Wealth
Arkansas
$508K -$8.58M -149,157 -95%
IIA
794
IPG Investment Advisors
California
$506K +$90.3K +1,570 +23%
BBA
795
BLB&B Advisors
Pennsylvania
$502K -$140K -2,430 -22%
CT
796
Colonial Trust
South Carolina
$502K -$19.8K -344 -4%
PCA
797
Prosperity Capital Advisors
Ohio
$502K +$30K +522 +7%
SMF
798
Sterling Manor Financial
New York
$502K +$47.7K +830 +11%
AA
799
Acorns Advisers
California
$500K +$114K +1,986 +31%
SFG
800
Shum Financial Group
California
$500K +$482K +8,383 New
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