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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
901
Vivaldi Capital Management
Illinois
$496K -$121K -2,083 -19%
FAM
902
Formidable Asset Management
Ohio
$483K +$33.1K +568 +7%
YWS
903
Yarger Wealth Strategies
Ohio
$482K +$492K +8,437 New
SMF
904
Sterling Manor Financial
New York
$481K -$3.55K -61 -0.7%
DWA
905
Delos Wealth Advisors
Texas
$480K +$490K +8,404 New
SFG
906
Shum Financial Group
California
$479K – – –
BFG
907
Berger Financial Group
Minnesota
$478K +$20.7K +356 +4%
PTP
908
Platform Technology Partners
New York
$476K +$155K +2,659 +47%
NWM
909
Napa Wealth Management
California
$463K -$248K -4,251 -34%
MW
910
Marks Wealth
Maryland
$460K +$53.4K +916 +13%
PWAM
911
Private Wealth Asset Management
Iowa
$457K +$466K +8,000 New
AWM
912
Accel Wealth Management
Iowa
$455K -$223K -3,836 -33%
MPWS
913
McCarter Private Wealth Services
Massachusetts
$454K -$6.7K -115 -1%
FCA
914
Fortis Capital Advisors
Kansas
$454K +$64.7K +1,111 +16%
CA
915
CGN Advisors
Kansas
$453K +$148K +2,538 +47%
CCA
916
Corps Capital Advisors
Texas
$453K +$17.5K +300 +4%
LFA
917
Laraway Financial Advisors
Minnesota
$453K +$61.2K +1,050 +15%
MW
918
MBL Wealth
North Carolina
$452K +$136K +2,335 +42%
MA
919
Montag & Associates
Georgia
$452K -$205K -3,525 -31%
FPL
920
Fortress Private Ledger
North Carolina
$451K -$21.9K -376 -5%
AI
921
Accredited Investors
Minnesota
$451K +$32.2K +552 +8%
CWA
922
Consilium Wealth Advisory
Texas
$450K – – –
RWM
923
Ritholtz Wealth Management
New York
$447K +$11.2K +192 +3%
SL
924
Sentinus LLC
Illinois
$444K -$7.52K -129 -2%
LI
925
LVZ Inc
Michigan
$440K +$12.3K +211 +3%
35 36
37
38 39