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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
876
P.J. Schmidt Investment Management (PJS)
Wisconsin
$337K -$50.9K -885 -14%
CFS
877
CRA Financial Services
New Jersey
$332K +$5.75K +100 +2%
REMPR
878
Roof Eidam Maycock Peralta (REMP)
California
$327K – – –
FIM
879
Fernwood Investment Management
Massachusetts
$326K -$318K -5,536 -50%
XF
880
XML Financial
Maryland
$326K +$41.7K +725 +15%
WAS
881
Winch Advisory Services
Wisconsin
$324K +$7.25K +126 +2%
WMP
882
Wealth Management Partners
Arizona
$323K +$288 +5 +0.1%
KCIC
883
Kuhn & Co Investment Counsel
Illinois
$321K +$311K +5,400 New
PTP
884
Platform Technology Partners
New York
$319K +$53.4K +929 +21%
LPAM
885
Lodestar Private Asset Management
California
$317K – – –
CFO
886
Collective Family Office
Pennsylvania
$316K -$554K -9,635 -64%
AWM
887
Avaii Wealth Management
Wisconsin
$315K -$1.58M -27,461 -84%
QCIG
888
Quad-Cities Investment Group
Iowa
$315K +$37.3K +649 +14%
CA
889
CGN Advisors
Kansas
$315K +$97.4K +1,694 +47%
CPIG
890
Chicago Partners Investment Group
Illinois
$312K -$183K -3,175 -38%
BFWM
891
Bright Futures Wealth Management
New York
$310K +$30.1K +524 +11%
DIA
892
Dana Investment Advisors
Wisconsin
$309K – – –
CAM
893
Costello Asset Management
Pennsylvania
$308K +$298K +5,182 New
PM
894
Penbrook Management
New York
$306K – – –
FNBT
895
FineMark National Bank & Trust
Florida
$306K – – –
DFA
896
Davies Financial Advisors
California
$304K +$294K +5,106 New
EFG
897
Ethos Financial Group
Pennsylvania
$302K +$5.18K +90 +2%
BB
898
Bell Bank
North Dakota
$300K +$14.8K +258 +5%
PPW
899
Parcion Private Wealth
Washington
$299K -$16.5M -286,835 -98%
SCA
900
STALEY CAPITAL ADVISERS
Pennsylvania
$299K +$289K +5,021 New
34 35
36
37 38