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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
HZ
901
Hixon Zuercher
Ohio
$639K +$41.2K +708 +7%
DWG
902
Darden Wealth Group
Michigan
$637K +$233 +4 +0%
MCA
903
MSH Capital Advisors
Arizona
$629K +$159K +2,733 +33%
RDWM
904
Red Door Wealth Management
Tennessee
$629K +$156K +2,681 +32%
SWM
905
Sherman Wealth Management
Maryland
$629K +$112K +1,933 +21%
TC
906
Trust Company
Kansas
$624K -$5.93K -102 -0.9%
ACM
907
Aurdan Capital Management
Pennsylvania
$621K +$40.1K +689 +7%
SC
908
SouthState Corp
Florida
$620K +$636K +10,930 New
SA
909
Skyline Advisors
Washington
$619K -$299K -5,136 -32%
CP
910
Camelot Portfolios
Ohio
$618K +$29.4K +505 +5%
PNC
911
Park National Corp
Ohio
$618K -$5.82K -100 -0.9%
PCS
912
Personal CFO Solutions
New Jersey
$617K -$47.1K -810 -7%
WIM
913
WealthPlan Investment Management
Nebraska
$615K -$436K -7,489 -41%
LA
914
Latitude Advisors
Florida
$614K -$38.9K -668 -6%
PPC
915
Park Place Capital
Alabama
$610K -$90.9K -1,562 -13%
FT
916
Fiduciary Trust
Massachusetts
$608K +$18.1K +311 +3%
WB
917
WesBanco Bank
West Virginia
$608K -$106K -1,825 -15%
AWM
918
Accurate Wealth Management
Florida
$607K +$612K +10,520 New
FFA
919
Florida Financial Advisors
Florida
$607K -$169K -2,910 -21%
CCA
920
Cora Capital Advisors
New Jersey
$606K -$1.85M -31,765 -75%
BMCM
921
Bryn Mawr Capital Management
Pennsylvania
$606K +$83.8K +1,441 +16%
WSCM
922
Wellington Shields Capital Management
New York
$603K -$134K -2,297 -18%
AIA
923
AssuredPartners Investment Advisors
Florida
$600K +$615K +10,575 New
SL
924
Sentinus LLC
Illinois
$597K +$52.7K +906 +9%
QWM
925
QP Wealth Management
New Jersey
$593K -$1.14M -19,560 -65%
35 36
37
38 39