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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
901
Commerce Bank
Missouri
$449K -$9.03K -152 -2%
PW
902
Potentia Wealth
California
$447K +$461K +7,766 New
TWM
903
TCFG Wealth Management
California
$441K +$44.5K +750 +11%
CWA
904
Canvas Wealth Advisors
Kansas
$441K -$198K -3,331 -30%
BRG
905
Bay Rivers Group
Virginia
$439K +$90.1K +1,517 +25%
RWM
906
Ritholtz Wealth Management
New York
$439K +$112K +1,885 +33%
CCA
907
Corps Capital Advisors
Texas
$439K +$453K +7,630 New
TSS
908
Two Sigma Securities
New York
$437K +$451K +7,603 New
WCM
909
Windsor Capital Management
Arizona
$435K +$449K +7,563 New
FWA
910
FSC Wealth Advisors
New York
$435K +$26.3K +443 +6%
WG
911
Welch Group
Alabama
$434K +$445K +7,496 New
JWBC
912
John W. Brooker & Co
California
$434K +$12.8K +216 +3%
SEP
913
Southland Equity Partners
Missouri
$433K +$20.2K +340 +5%
CS
914
Cannell & Spears
New York
$431K – – –
LI
915
LVZ Inc
Michigan
$431K +$8.37K +141 +2%
CT
916
Clearstead Trust
Maine
$431K -$92.3K -1,555 -17%
HIS
917
Harvest Investment Services
Illinois
$429K +$152K +2,565 +52%
JBA
918
Johnson Bixby & Associates
Washington
$428K -$258K -4,345 -37%
WCM
919
Wealthcare Capital Management
Virginia
$427K -$696K -11,723 -61%
PG
920
Prostatis Group
Maryland
$427K -$164K -2,757 -27%
ML
921
McAdam LLC
Pennsylvania
$425K +$22.1K +373 +5%
WANY
922
Wealthspire Advisors (New York)
New York
$424K +$438K +7,373 New
PPWM
923
Paragon Private Wealth Management
Kentucky
$424K -$28.1K -473 -6%
AI
924
Accredited Investors
Minnesota
$422K – – –
IWB
925
Innovative Wealth Building
Maryland
$422K +$435K +7,333 New
35 36
37
38 39