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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
926
Westover Capital Advisors
Delaware
$237K -$6.11K -108 -3%
JWA
927
JFS Wealth Advisors
Pennsylvania
$236K -$33K -584 -12%
SL
928
Sentinus LLC
Illinois
$235K +$235K +4,154 New
FFA
929
Florida Financial Advisors
Florida
$235K -$71K -1,256 -23%
FFG
930
Fortem Financial Group
California
$231K – – –
FIC
931
Family Investment Center
Missouri
$230K +$229K +4,051 New
AWS
932
Aspen Wealth Strategies
Colorado
$228K -$173K -3,066 -43%
JLBC
933
J.L. Bainbridge & Co
Florida
$228K -$2.71K -48 -1%
EWA
934
Exencial Wealth Advisors
Oklahoma
$227K -$45.3K -800 -17%
VAG
935
VisionPoint Advisory Group
Texas
$226K +$92.5K +1,635 +70%
GLR
936
Great Lakes Retirement
Ohio
$225K +$224K +3,961 New
HFS
937
Heritage Financial Services
Massachusetts
$224K +$224K +3,960 New
WFG
938
Wills Financial Group
Virginia
$224K +$11.3K +200 +5%
ACM
939
Avalon Capital Management
California
$222K -$24.9K -440 -10%
RCAG
940
Rehmann Capital Advisory Group
Michigan
$221K +$221K +3,907 New
FFG
941
Fiduciary Financial Group
California
$221K +$219K +3,864 New
TNBTD
942
Trustmark National Bank Trust Department
Mississippi
$215K +$214K +3,787 New
CPA
943
Clear Point Advisors
New York
$212K +$2.21K +39 +1%
TIA
944
Tiemann Investment Advisors
California
$211K – – –
BFP
945
Beacon Financial Planning
Massachusetts
$210K +$3.79K +67 +2%
CL
946
Cabana LLC
Arkansas
$210K -$1.21M -21,347 -85%
WH
947
Willner & Heller
California
$209K +$208K +3,684 New
GCM
948
Gallacher Capital Management
Colorado
$208K -$926K -16,379 -82%
FCA
949
FLC Capital Advisors
California
$208K +$208K +3,672 New
EFN
950
Equita Financial Network
Pennsylvania
$208K +$207K +3,665 New
36 37
38
39 40