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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
801
Sovran Advisors
California
$910K -$38.3K -659 -4%
SMH
802
Sanders Morris Harris
Texas
$910K +$348K +5,989 +59%
JWM
803
Jupiter Wealth Management
Colorado
$909K – – –
XPN
804
XY Planning Network
Montana
$908K +$173K +2,973 +23%
SAI
805
Savvy Advisors Inc
New York
$905K -$1.69K -29 -0.2%
SFG
806
SevenBridge Financial Group
Pennsylvania
$903K -$101K -1,736 -10%
WKSWA
807
White Knight Strategic Wealth Advisors
New Jersey
$903K -$226K -3,881 -20%
TA
808
Tactive Advisors
Florida
$895K -$58.1K -998 -6%
MWP
809
Madison Wealth Partners
Wisconsin
$890K +$201K +3,452 +28%
FG
810
Fiduciary Group
Georgia
$889K +$15.8K +271 +2%
MFG
811
Menard Financial Group
Texas
$885K +$12.2K +209 +1%
BPW
812
BlueDoor Private Wealth
Massachusetts
$885K +$241K +4,138 +36%
PCM
813
Pincus Capital Management
New York
$879K – – –
IA
814
IAM Advisory
Pennsylvania
$876K -$39.9K -686 -4%
4WM
815
4J Wealth Management
Virginia
$870K +$393K +6,747 +78%
TP
816
Tranquility Partners
Tennessee
$867K +$59K +1,014 +7%
APWA
817
Atlas Private Wealth Advisors
New Jersey
$867K +$889K +15,290 New
EPW
818
Endeavor Private Wealth
Kansas
$867K -$49.4K -849 -5%
CCMW
819
Cypress Capital Management (Wyoming)
Wyoming
$862K -$60.9K -1,046 -6%
III
820
Independent Investors Inc
New York
$862K – – –
PWM
821
Pinnacle Wealth Management
California
$857K -$8.72M -149,920 -91%
BCM
822
Brasada Capital Management
Texas
$857K -$64.1K -1,102 -7%
SFC
823
Strategic Financial Concepts
Texas
$853K +$875K +15,049 New
KFAS
824
Keating Financial Advisory Services
Kansas
$847K +$41.8K +719 +5%
TP
825
TritonPoint Partners
Maryland
$845K +$868K +14,912 New
31 32
33
34 35