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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
YWS
901
Yarger Wealth Strategies
Ohio
$482K +$492K +8,437 New
SMF
902
Sterling Manor Financial
New York
$481K -$3.55K -61 -0.7%
DWA
903
Delos Wealth Advisors
Texas
$480K +$490K +8,404 New
SFG
904
Shum Financial Group
California
$479K – – –
BFG
905
Berger Financial Group
Minnesota
$478K +$20.7K +356 +4%
PTP
906
Platform Technology Partners
New York
$476K +$155K +2,659 +47%
NWM
907
Napa Wealth Management
California
$463K -$248K -4,251 -34%
MW
908
Marks Wealth
Maryland
$460K +$53.4K +916 +13%
PWAM
909
Private Wealth Asset Management
Iowa
$457K +$466K +8,000 New
AWM
910
Accel Wealth Management
Iowa
$455K -$223K -3,836 -33%
MPWS
911
McCarter Private Wealth Services
Massachusetts
$454K -$6.7K -115 -1%
FCA
912
Fortis Capital Advisors
Kansas
$454K +$64.7K +1,111 +16%
CA
913
CGN Advisors
Kansas
$453K +$148K +2,538 +47%
CCA
914
Corps Capital Advisors
Texas
$453K +$17.5K +300 +4%
LFA
915
Laraway Financial Advisors
Minnesota
$453K +$61.2K +1,050 +15%
MW
916
MBL Wealth
North Carolina
$452K +$136K +2,335 +42%
MA
917
Montag & Associates
Georgia
$452K -$205K -3,525 -31%
FPL
918
Fortress Private Ledger
North Carolina
$451K -$21.9K -376 -5%
AI
919
Accredited Investors
Minnesota
$451K +$32.2K +552 +8%
CWA
920
Consilium Wealth Advisory
Texas
$450K – – –
RWM
921
Ritholtz Wealth Management
New York
$447K +$11.2K +192 +3%
SL
922
Sentinus LLC
Illinois
$444K -$7.52K -129 -2%
LI
923
LVZ Inc
Michigan
$440K +$12.3K +211 +3%
CA
924
CoreCap Advisors
Michigan
$438K +$42.5K +730 +11%
CB
925
Commerce Bank
Missouri
$438K -$8.51K -146 -2%
35 36
37
38 39