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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
801
Mascoma Wealth Management
New Hampshire
$707K -$68K -1,146 -9%
PVI
802
Pine Valley Investments
New Jersey
$701K +$321K +5,401 +80%
AMM
803
American Money Management
California
$695K +$56.4K +949 +9%
AFP
804
Alpha Financial Partners
Kentucky
$694K -$2.83M -47,593 -80%
PCS
805
Personal CFO Solutions
New Jersey
$688K +$174K +2,925 +32%
QWM
806
Quadcap Wealth Management
Texas
$687K +$113K +1,904 +19%
WSFS
807
Wilmington Savings Fund Society
Delaware
$683K -$10.4K -175 -1%
SWR
808
Spahn Wealth & Retirement
Arizona
$679K +$701K +11,810 New
AWM
809
Accel Wealth Management
Iowa
$679K -$106K -1,792 -13%
SWIM
810
Smallwood Wealth Investment Management
New Jersey
$676K +$117K +1,965 +20%
CPRC
811
Consolidated Portfolio Review Corp
New York
$672K +$482K +8,121 +229%
CG
812
Caprock Group
Idaho
$670K -$63.2K -1,064 -8%
TC
813
TownSquare Capital
Utah
$667K -$31.9K -537 -4%
FT
814
Fiduciary Trust
Massachusetts
$664K -$116K -1,961 -15%
CWM
815
Congress Wealth Management
Massachusetts
$663K +$225K +3,782 +49%
MMCM
816
Murphy & Mullick Capital Management
New York
$663K +$680K +11,454 New
MA
817
Montag & Associates
Georgia
$662K +$14.3K +240 +2%
MAMG
818
Milestone Asset Management Group
Connecticut
$659K +$680K +11,460 New
IIA
819
IPG Investment Advisors
California
$659K +$171K +2,883 +34%
MWM
820
Mascagni Wealth Management
Mississippi
$656K +$681K +11,474 New
SA
821
Skyline Advisors
Washington
$653K +$674K +11,356 New
OCM
822
One Capital Management
California
$649K – – –
CFP
823
Comprehensive Financial Planning
Pennsylvania
$644K +$664K +11,189 New
VCM
824
Vivaldi Capital Management
Illinois
$638K +$639K +10,755 New
MAM
825
Morse Asset Management
Connecticut
$636K -$134K -2,261 -17%
31 32
33
34 35