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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
901
Carlton Hofferkamp & Jenks Wealth Management
Texas
$509K -$16.5K -297 -3%
HC
902
Hurley Capital
New York
$507K -$67.5K -1,218 -12%
RCG
903
Regatta Capital Group
California
$505K +$493K +8,891 New
AFA
904
American Financial Advisors
Georgia
$505K -$80.7K -1,457 -14%
HFRG
905
Houlihan Financial Resource Group
Virginia
$503K +$493K +8,900 New
SMF
906
Sterling Manor Financial
New York
$502K +$22.7K +409 +5%
LI
907
LVZ Inc
Michigan
$497K +$57.6K +1,040 +13%
CT
908
Colonial Trust
South Carolina
$497K +$278K +5,017 +135%
SA
909
Sincerus Advisory
New York
$492K +$112K +2,014 +31%
VCM
910
Vivaldi Capital Management
Illinois
$491K -$1.5K -27 -0.3%
NB
911
NBT Bank
New York
$491K +$124K +2,245 +35%
BPWM
912
Badgley Phelps Wealth Managers
Washington
$491K -$25M -451,696 -98%
WCM
913
Wealthcare Capital Management
Virginia
$488K +$94.3K +1,702 +25%
AFG
914
Atomi Financial Group
New York
$487K -$590K -10,656 -55%
CWA
915
Canvas Wealth Advisors
Kansas
$484K +$78.4K +1,415 +20%
FAM
916
Formidable Asset Management
Ohio
$483K – – –
AF
917
Apollon Financial
South Carolina
$482K +$167K +3,010 +55%
NA
918
Nautilus Advisors
California
$482K -$490K -8,843 -51%
MAWA
919
Moss Adams Wealth Advisors
Washington
$478K -$55.8K -1,008 -11%
RWM
920
Riverchase Wealth Management
Texas
$476K +$253K +4,566 +120%
PVI
921
Pine Valley Investments
New Jersey
$474K +$70.2K +1,268 +18%
S
922
SignatureFD
Georgia
$468K -$87.1K -1,572 -16%
PAM
923
Pegasus Asset Management
New York
$468K +$456K +8,235 New
MFP
924
Meridian Financial Partners
Virginia
$468K +$68.5K +1,237 +18%
CFP
925
Comprehensive Financial Planning
Pennsylvania
$465K +$121K +2,189 +37%
35 36
37
38 39