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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
876
Pegasus Asset Management
New York
$705K +$65K +1,138 +10%
WB
877
West Bancorporation
Iowa
$704K -$20K -350 -3%
CWS
878
Cypress Wealth Services
California
$702K +$700K +12,267 New
MWP
879
Madison Wealth Partners
Wisconsin
$701K -$34.5K -605 -5%
NIWA
880
New Insight Wealth Advisors
California
$701K +$357K +6,250 +104%
IAG
881
Innovative Advisory Group
Massachusetts
$698K -$3.94K -69 -0.6%
GCWM
882
Guided Capital Wealth Management
Texas
$686K +$684K +11,986 New
BWP
883
Balboa Wealth Partners
Arizona
$684K -$82K -1,436 -11%
ACP
884
Arcus Capital Partners
Georgia
$679K +$1.14K +20 +0.2%
GAM
885
Grandview Asset Management
Pennsylvania
$676K -$28.9K -507 -4%
LFS
886
Lighthouse Financial Services
California
$674K +$673K +11,783 New
AFAS
887
Acorn Financial Advisory Services
Virginia
$674K +$89.7K +1,571 +15%
PCS
888
Personal CFO Solutions
New Jersey
$670K -$240K -4,210 -26%
PVI
889
Pine Valley Investments
New Jersey
$659K +$70.1K +1,228 +12%
LA
890
Latitude Advisors
Florida
$658K -$39.8K -697 -6%
BPW
891
BlueDoor Private Wealth
Massachusetts
$657K +$655K +11,476 New
LWA
892
Lineweaver Wealth Advisors
Ohio
$649K -$62.1K -1,088 -9%
CT
893
Colonial Trust
South Carolina
$646K – – –
AWM
894
Atticus Wealth Management
Florida
$646K +$79.6K +1,394 +14%
DWG
895
Darden Wealth Group
Michigan
$643K +$15.7K +275 +3%
GCA
896
Greenwood Capital Associates
South Carolina
$637K +$11.4K +200 +2%
TC
897
Trust Company
Kansas
$636K +$60.4K +1,058 +11%
AWM
898
Activest Wealth Management
Florida
$634K +$3.14K +55 +0.5%
PNC
899
Park National Corp
Ohio
$630K +$185K +3,245 +42%
HIS
900
Harvest Investment Services
Illinois
$629K +$76.9K +1,346 +14%
34 35
36
37 38