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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
776
Kane Investment Management
California
$783K +$808K +13,614 New
TDC
777
Thompson Davis & Co
Virginia
$768K +$249K +4,200 +46%
IBOK
778
Independence Bank of Kentucky
Kentucky
$765K – – –
IAA
779
Independent Advisor Alliance
North Carolina
$763K -$77.6K -1,307 -9%
CPA
780
Cathy Pareto & Associates
Florida
$761K +$785K +13,222 New
TL
781
Tradewinds LLC
North Carolina
$760K +$89K +1,499 +13%
JIC
782
Joel Isaacson & Co
New York
$757K – – –
TF
783
Tandem Financial
Colorado
$757K +$776K +13,064 New
FFG
784
Floyd Financial Group
Missouri
$751K +$781K +13,158 New
AA
785
Acorns Advisers
California
$749K +$273K +4,605 +55%
SFA
786
Souders Financial Advisors
Ohio
$742K -$182K -3,072 -19%
PWM
787
Palacios Wealth Management
Florida
$737K +$753K +12,683 New
AWM
788
Activest Wealth Management
Florida
$734K +$112K +1,879 +17%
CCA
789
Coign Capital Advisors
Utah
$733K +$757K +12,749 New
WN
790
Williams & Novak
California
$733K +$204K +3,440 +37%
TSWM
791
Tyler-Stone Wealth Management
Ohio
$732K – – –
MW
792
Marcum Wealth
Ohio
$729K +$36K +607 +5%
AWAP
793
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$725K +$8.55K +144 +1%
SDH
794
Sloy Dahl & Holst
Washington
$723K +$499K +8,410 +203%
ACM
795
Aurdan Capital Management
Pennsylvania
$717K +$740K +12,460 New
LWL
796
Leo Wealth LLC
Texas
$716K +$6K +101 +0.8%
WSCM
797
Wellington Shields Capital Management
New York
$714K +$119 +2 +0%
BMWM
798
Brown Miller Wealth Management
Virginia
$712K +$137K +2,303 +23%
NWM
799
Napa Wealth Management
California
$710K +$499K +8,402 +213%
KIM
800
Kestra Investment Management
Texas
$708K +$98.3K +1,656 +16%
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