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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
876
Cutter & Co Brokerage
Missouri
$512K +$14.8K +250 +3%
TWP
877
Triad Wealth Partners
Kansas
$511K +$527K +8,876 New
HZ
878
Hixon Zuercher
Ohio
$502K +$230K +3,872 +80%
CAM
879
Concorde Asset Management
Michigan
$500K +$233K +3,918 +82%
S
880
SignatureFD
Georgia
$495K -$570K -9,593 -53%
CPP
881
Capasso Planning Partners
South Carolina
$494K -$4.04K -68 -0.8%
AFC
882
AFT Forsyth & Company
Florida
$494K +$43.8K +738 +9%
SMF
883
Sterling Manor Financial
New York
$488K +$3.33K +56 +0.7%
CT
884
Colonial Trust
South Carolina
$485K – – –
SFG
885
Shum Financial Group
California
$484K -$356 -6 -0.1%
FSBI
886
Fearless Solutions (Best Invest)
Texas
$484K +$499K +8,411 New
SMH
887
Sanders Morris Harris
Texas
$479K – – –
FPL
888
Fortress Private Ledger
North Carolina
$476K +$491K +8,268 New
JSW
889
Journey Strategic Wealth
New Jersey
$470K +$485K +8,171 New
CAG
890
Csenge Advisory Group
Florida
$468K -$10.3K -174 -2%
CGH
891
Crossmark Global Holdings
Texas
$467K – – –
MPWS
892
McCarter Private Wealth Services
Massachusetts
$464K -$44K -741 -8%
BW
893
Bison Wealth
Georgia
$463K -$548K -9,232 -53%
BFG
894
Berger Financial Group
Minnesota
$461K +$24.8K +417 +5%
SL
895
Sentinus LLC
Illinois
$454K +$107K +1,803 +30%
PFA
896
Pinnacle Family Advisors
Missouri
$454K +$17.6K +296 +4%
FAM
897
Formidable Asset Management
Ohio
$454K -$21.6K -364 -4%
CWA
898
Consilium Wealth Advisory
Texas
$453K – – –
LWM
899
Lakeridge Wealth Management
Ohio
$452K +$12.2K +206 +3%
RFA
900
Rollins Financial Advisors
New York
$450K +$25.4K +427 +6%
34 35
36
37 38