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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
EMAM
851
Encompass More Asset Management
California
$757K +$513K +8,977 +211%
TF
852
Tandem Financial
Colorado
$757K -$156K -2,724 -17%
RA
853
Rockingstone Advisors
Massachusetts
$756K +$5.71K +100 +0.8%
LWM
854
Lionsbridge Wealth Management
Florida
$756K -$1.07M -18,708 -59%
XPN
855
XY Planning Network
Montana
$751K +$749K +13,118 New
CFS
856
CRA Financial Services
New Jersey
$750K +$268K +4,695 +56%
TWM
857
TopTier Wealth Management
Wisconsin
$741K +$739K +12,950 New
WSCM
858
Wellington Shields Capital Management
New York
$740K +$114 +2 +0%
IWMO
859
Integrated Wealth Management (Ohio)
Ohio
$739K +$737K +12,912 New
FGA
860
Fortis Group Advisors
New Jersey
$738K -$9.31K -163 -1%
CFS
861
Commonwealth Financial Services
West Virginia
$737K -$17.8K -312 -2%
OWP
862
ORG Wealth Partners
Texas
$735K +$57.2K +1,002 +8%
EWM
863
Evercore Wealth Management
New York
$735K -$85.7K -1,500 -10%
DIA
864
Dana Investment Advisors
Wisconsin
$734K +$409K +7,165 +126%
PFA
865
Pure Financial Advisors
California
$730K +$31.5K +552 +5%
TMWM
866
Taylor & Morgan Wealth Management
Michigan
$725K -$105K -1,845 -13%
LWM
867
Lakeridge Wealth Management
Ohio
$722K +$12.6K +221 +2%
CFP
868
Cascade Financial Partners
California
$721K +$194K +3,400 +37%
ZBNA
869
Zions Bancorporation, National Association
Utah
$718K +$31.4K +550 +5%
LFA
870
Laraway Financial Advisors
Minnesota
$718K +$149K +2,610 +26%
WB
871
WesBanco Bank
West Virginia
$718K +$39.3K +689 +6%
NB
872
NBT Bank
New York
$715K +$148K +2,595 +34%
PCM
873
Pennsylvania Capital Management
Pennsylvania
$714K -$795K -13,924 -53%
PPC
874
Park Place Capital
Alabama
$706K +$328K +5,747 +87%
PAM
875
Pegasus Asset Management
New York
$705K +$65K +1,138 +10%
33 34
35
36 37