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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
801
Acorns Advisers
California
$500K +$114K +1,986 +31%
SFG
802
Shum Financial Group
California
$500K +$482K +8,383 New
MSAM
803
Moloney Securities Asset Management
Missouri
$498K -$316K -5,496 -40%
CP
804
Capital Planning
Washington
$498K +$212K +3,680 +79%
CAG
805
Csenge Advisory Group
Florida
$494K +$115 +2 +0%
FAM
806
Formidable Asset Management
Ohio
$491K -$47K -817 -9%
SHGA
807
Sand Hill Global Advisors
California
$491K +$475K +8,251 New
SMH
808
Sanders Morris Harris
Texas
$490K – – –
GAM
809
Grandview Asset Management
Pennsylvania
$484K +$107K +1,858 +30%
CGH
810
Crossmark Global Holdings
Texas
$483K – – –
TA
811
TFB Advisors
Kansas
$482K +$16.7K +290 +4%
MWM
812
Mattern Wealth Management
Kansas
$480K +$10K +174 +2%
CB
813
Commerce Bank
Missouri
$474K +$194K +3,371 +73%
WCA
814
Westover Capital Advisors
Delaware
$472K +$216K +3,751 +90%
EW
815
Element Wealth
Mississippi
$472K -$8.46K -147 -2%
DC
816
DeDora Capital
California
$469K +$151K +2,625 +50%
CWA
817
Consilium Wealth Advisory
Texas
$468K -$3.56M -61,880 -89%
AFC
818
AFT Forsyth & Company
Florida
$467K +$61.4K +1,068 +16%
PPWM
819
Paragon Private Wealth Management
Kentucky
$466K -$6.56K -114 -1%
CWM
820
Congress Wealth Management
Massachusetts
$461K +$446K +7,748 New
LWM
821
Lakeridge Wealth Management
Ohio
$455K +$23K +399 +6%
MSFS
822
Main Street Financial Solutions
Pennsylvania
$453K +$9.49K +165 +2%
BFG
823
Berger Financial Group
Minnesota
$452K -$9.55K -166 -2%
PFA
824
Pinnacle Family Advisors
Missouri
$452K +$8.11K +141 +2%
MFG
825
Merit Financial Group
Georgia
$450K +$133K +2,311 +44%
31 32
33
34 35