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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
876
Ascension Capital Advisors
Texas
$586K -$4.26K -75 -0.7%
AAS
877
Annex Advisory Services
Wisconsin
$583K -$198K -3,485 -25%
TL
878
Tradewinds LLC
North Carolina
$583K -$4.21M -74,143 -88%
AFAS
879
Acorn Financial Advisory Services
Virginia
$582K +$303K +5,332 +110%
SWM
880
Steinberganna Wealth Management
New York
$575K +$572K +10,068 New
TI
881
Tidal Investments
Wisconsin
$575K +$575K +10,132 New
TC
882
Trust Company
Kansas
$574K +$2.9K +51 +0.5%
QP
883
Quartz Partners
New York
$570K +$309K +5,445 +120%
LFA
884
Laraway Financial Advisors
Minnesota
$567K +$99.4K +1,751 +21%
AWM
885
Atticus Wealth Management
Florida
$565K +$124K +2,182 +28%
FAM
886
Formidable Asset Management
Ohio
$565K +$83.9K +1,478 +17%
VT
887
Vise Technologies
New York
$563K -$3.4M -59,943 -86%
AMM
888
American Money Management
California
$563K -$29.2K -515 -5%
AG
889
AmeriFlex Group
Nevada
$562K -$1.25M -22,096 -69%
FA
890
Fortis Advisors
Pennsylvania
$562K +$11K +193 +2%
MWM
891
Mattern Wealth Management
Kansas
$554K -$21.5K -378 -4%
JWWM
892
Johnson & White Wealth Management
Pennsylvania
$552K +$16.9K +297 +3%
HIS
893
Harvest Investment Services
Illinois
$550K +$32.9K +580 +6%
FT
894
Fiduciary Trust
Massachusetts
$547K – – –
KFI
895
Key Financial Inc
Pennsylvania
$539K -$21.9K -385 -4%
CFG
896
Chapman Financial Group
Hawaii
$534K -$11.4K -200 -2%
WCM
897
Wealthcare Capital Management
Virginia
$533K +$42.6K +751 +9%
ARG
898
Advisory Resource Group
Oklahoma
$532K -$10.1M -177,629 -95%
RWP
899
RWA Wealth Partners
Massachusetts
$531K +$528K +9,303 New
MWM
900
Mascagni Wealth Management
Mississippi
$530K -$52.9K -931 -9%
34 35
36
37 38