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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
851
Park Place Capital
Alabama
$392K +$379K +6,584 New
CAP
852
Columbia Advisory Partners
Washington
$384K +$371K +6,447 New
EFG
853
Embree Financial Group
Illinois
$380K -$129K -2,237 -26%
FCA
854
Fortis Capital Advisors
Kansas
$378K +$2.3K +40 +0.6%
WAM
855
Weatherly Asset Management
California
$377K – – –
WP
856
WealthPLAN Partners
Nebraska
$374K +$39.2K +682 +12%
APA
857
Astoria Portfolio Advisors
New York
$374K +$11.7K +204 +3%
AG
858
AlTi Global
New York
$372K – – –
SFA
859
Sequoia Financial Advisors
Ohio
$372K -$560K -9,737 -61%
JWA
860
JFS Wealth Advisors
Pennsylvania
$368K +$116K +2,023 +49%
TC
861
TAGStone Capital
North Carolina
$368K +$6.33K +110 +2%
OCM
862
Objective Capital Management
Ohio
$368K +$356K +6,181 New
BRG
863
Bay Rivers Group
Virginia
$364K +$3.45K +60 +1%
WWG
864
West Wealth Group
California
$358K -$12.3K -213 -3%
PMSA
865
Patrick M. Sweeney & Associates
Illinois
$355K +$47.7K +829 +16%
FPCP
866
Fort Point Capital Partners
California
$355K +$49K +852 +17%
HSWM
867
Hubbell Strickland Wealth Management
Louisiana
$354K +$5.46K +95 +2%
ACM
868
AlphaStar Capital Management
North Carolina
$350K -$582K -10,114 -63%
WB
869
WesBanco Bank
West Virginia
$348K +$40.3K +700 +14%
CA
870
CoreCap Advisors
Michigan
$347K -$1.67K -29 -0.5%
EWM
871
Endowment Wealth Management
Wisconsin
$345K -$22.6K -392 -6%
RWM
872
Ritholtz Wealth Management
New York
$342K -$457K -7,949 -58%
TWP
873
Tyche Wealth Partners
Texas
$337K -$38.2K -664 -11%
PJSIMP
874
P.J. Schmidt Investment Management (PJS)
Wisconsin
$337K -$50.9K -885 -14%
CFS
875
CRA Financial Services
New Jersey
$332K +$5.75K +100 +2%
33 34
35
36 37