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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
876
Windsor Advisory Group
Ohio
– -$314K -5,752 Closed
AG
877
Ascent Group
Virginia
– -$294K -5,388 Closed
LC
878
Lavaca Capital
Texas
– -$291K -5,332 Closed
WF
879
Wayfinding Financial
Washington
– -$248K -4,553 Closed
AWS
880
Aspen Wealth Strategies
Colorado
– -$242K -4,432 Closed
KCM
881
KLK Capital Management
California
– -$241K -4,407 Closed
SW
882
SVB Wealth
Massachusetts
– -$232K -4,254 Closed
MA
883
MAS Advisors
Florida
– -$230K -4,221 Closed
KCFA
884
Key Client Fiduciary Advisors
New Jersey
– -$203K -3,725 Closed
BB
885
Bell Bank
North Dakota
– -$202K -3,691 Closed
SVCP
886
Silicon Valley Capital Partners
California
– -$87.4K -1,600 Closed
CWC
887
Carolinas Wealth Consulting
North Carolina
– -$75.9K -1,390 Closed
VFM
888
Valley Financial Management
New York
– -$62K -1,135 Closed
IFAM
889
Institutional & Family Asset Management
Colorado
– -$58.1K -1,064 Closed
SSC
890
Syverson Strege & Co
Iowa
– -$57.7K -1,057 Closed
SC
891
Stephens Consulting
Michigan
– -$34K -622 Closed
WCAMG
892
Woodard & Company Asset Management Group
North Carolina
– -$31.1K -570 Closed
BFPW
893
BOK Financial Private Wealth
Colorado
– -$13.7K -250 Closed
BWM
894
BerganKDV Wealth Management
Minnesota
– -$10.2K -186 Closed
TWA
895
TCI Wealth Advisors
Arizona
– -$9.8K -179 Closed
IWP
896
IAG Wealth Partners
Wisconsin
– -$9.66K -177 Closed
NRC
897
New Republic Capital
North Carolina
– -$1.64K -30 Closed
AFS
898
Annapolis Financial Services
Maryland
– -$710 -13 Closed
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