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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
876
Heritage Oak Wealth Advisors
Florida
$708K +$727K +12,493 New
SFO
877
Stenger Family Office
Illinois
$706K +$111K +1,903 +18%
CWS
878
Cypress Wealth Services
California
$702K +$6.63K +114 +0.9%
AWM
879
Atticus Wealth Management
Florida
$699K +$61K +1,049 +9%
SMF
880
Sterling Manor Financial
New York
$699K +$132K +2,262 +22%
BBHC
881
Brown Brothers Harriman & Co
New York
$697K +$636K +10,924 +796%
FGA
882
Fortis Group Advisors
New Jersey
$695K -$30.7K -528 -4%
AWM
883
Athena Wealth Management
Nevada
$682K -$163K -2,796 -19%
GCWM
884
Guided Capital Wealth Management
Texas
$679K – – –
WB
885
West Bancorporation
Iowa
$677K -$20.4K -350 -3%
FFG
886
Fortune Financial Group
Florida
$677K +$67.1K +1,154 +11%
MSFS
887
Main Street Financial Solutions
Pennsylvania
$671K -$275K -4,735 -29%
CFG
888
Certior Financial Group
Pennsylvania
$669K +$226K +3,891 +49%
ACM
889
Advance Capital Management
Michigan
$666K -$149K -2,563 -18%
HPC
890
HM Payson & Co
Maine
$653K +$149K +2,565 +29%
CPWL
891
Coquina Private Wealth LLC
Florida
$651K +$194K +3,334 +41%
OCA
892
OpenArc Corporate Advisory
Georgia
$648K +$419K +7,206 +170%
PTC
893
Private Trust Company
Ohio
$646K +$486K +8,355 +274%
PCM
894
Pennsylvania Capital Management
Pennsylvania
$646K -$63.1K -1,085 -9%
WJWM
895
Williams Jones Wealth Management
New York
$643K +$660K +11,350 New
CT
896
Colonial Trust
South Carolina
$640K – – –
MWM
897
Maridea Wealth Management
New York
$640K -$125K -2,142 -16%
HZ
898
Hixon Zuercher
Ohio
$639K +$41.2K +708 +7%
DWG
899
Darden Wealth Group
Michigan
$637K +$233 +4 +0%
MCA
900
MSH Capital Advisors
Arizona
$629K +$159K +2,733 +33%
34 35
36
37 38