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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
901
Wellington Shields Capital Management
New York
$601K +$169 +3 +0%
PFG
902
Putney Financial Group
California
$597K +$372K +6,594 +166%
ZIM
903
Zacks Investment Management
Illinois
$594K +$255K +4,523 +75%
RSS
904
Rosenblum Silverman Sutton
California
$593K +$593K +10,500 New
WIM
905
WealthPlan Investment Management
Nebraska
$590K -$22.1K -391 -4%
AIA
906
AssuredPartners Investment Advisors
Florida
$589K -$8.53K -151 -1%
UBG
907
United Bank (Georgia)
Georgia
$588K +$98.7K +1,747 +20%
PNC
908
Park National Corp
Ohio
$583K -$33K -584 -5%
FA
909
Fortis Advisors
Pennsylvania
$579K +$1.92K +34 +0.3%
WB
910
WesBanco Bank
West Virginia
$579K -$26.8K -474 -4%
KHCM
911
Kirtland Hills Capital Management
Ohio
$578K +$125K +2,222 +28%
TYCC
912
Texas Yale Capital Corp
Florida
$573K +$22.6K +400 +4%
MWM
913
Mascagni Wealth Management
Mississippi
$570K +$154K +2,727 +37%
APW
914
Aventura Private Wealth
Florida
$570K -$920K -16,295 -62%
MWM
915
Mascoma Wealth Management
New Hampshire
$567K -$9.94K -176 -2%
BMCM
916
Bryn Mawr Capital Management
Pennsylvania
$566K -$38.2K -677 -6%
CWA
917
Canvas Wealth Advisors
Kansas
$565K +$31.9K +565 +6%
LA
918
Latitude Advisors
Florida
$563K -$48K -850 -8%
SRS
919
Strong Retirement Solutions
Washington
$562K +$25.9K +459 +5%
CAP
920
Columbia Advisory Partners
Washington
$559K +$21.3K +377 +4%
VIA
921
Vickerman Investment Advisors
Washington
$558K +$20K +354 +4%
HAP
922
Harbor Asset Planning
Massachusetts
$557K -$157K -2,784 -22%
RDWM
923
Red Door Wealth Management
Tennessee
$556K -$71.2K -1,260 -11%
CWS
924
Cypress Wealth Services
California
$555K -$145K -2,560 -21%
TA
925
TPG Advisors
Illinois
$553K +$235K +4,165 +74%
35 36
37
38 39