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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
926
Hancock Whitney
Mississippi
$415K +$175K +2,951 +69%
ICM
927
IMS Capital Management
Oregon
$411K -$16.1K -271 -4%
MW
928
Marks Wealth
Maryland
$410K -$28.8M -484,952 -99%
AWS
929
Aspen Wealth Strategies
Colorado
$410K +$200K +3,373 +90%
BBA
930
BLB&B Advisors
Pennsylvania
$410K -$77.8K -1,310 -16%
CCT
931
Capital City Trust
Florida
$409K -$24.6K -415 -6%
APW
932
Atlantic Private Wealth
North Carolina
$405K – – –
TWM
933
Tanglewood Wealth Management
Texas
$405K – – –
SI
934
SimpliFi Inc
California
$405K -$23.5K -396 -5%
FFA
935
Florida Financial Advisors
Florida
$404K +$147K +2,468 +54%
BJL
936
Brighton Jones LLC
Washington
$402K +$415K +6,995 New
FCA
937
Fortis Capital Advisors
Kansas
$402K +$28.6K +482 +8%
CA
938
CoreCap Advisors
Michigan
$399K +$66.1K +1,113 +19%
LBC
939
Leigh Baldwin & Co
New York
$398K +$410K +6,912 New
SA
940
Strategic Advisors
New York
$397K +$410K +6,900 New
LFA
941
Laraway Financial Advisors
Minnesota
$396K +$14.8K +250 +4%
FPCP
942
Fort Point Capital Partners
California
$394K +$52.4K +882 +15%
SP
943
Stablepoint Partners
Massachusetts
$390K -$11.4K -192 -3%
OPWM
944
Oregon Pacific Wealth Management
Oregon
$390K +$402K +6,775 New
1WM
945
1900 Wealth Management
Texas
$385K -$1.19K -20 -0.3%
SYBT
946
Stock Yards Bank & Trust
Kentucky
$385K – – –
JWA
947
JFS Wealth Advisors
Pennsylvania
$381K +$25.5K +430 +7%
PPC
948
Park Place Capital
Alabama
$379K – – –
OPCM
949
Osborne Partners Capital Management
California
$377K -$28.8K -485 -7%
XF
950
XML Financial
Maryland
$377K +$63.8K +1,075 +20%
36 37
38
39 40