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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
926
Edgestream Partners
New Jersey
$480K +$477K +8,402 New
AFA
927
American Financial Advisors
Georgia
$478K -$29.1K -513 -6%
SFG
928
Shum Financial Group
California
$477K +$475K +8,360 New
MWM
929
Modera Wealth Management
New Jersey
$476K -$51.1K -900 -10%
RIA
930
Realta Investment Advisors
Delaware
$476K +$119K +2,093 +33%
VCM
931
Vivaldi Capital Management
Illinois
$476K -$17.3K -305 -4%
BIG
932
Brookwood Investment Group
Arizona
$476K -$1.27M -22,365 -73%
NB
933
NBT Bank
New York
$475K -$54.2K -955 -11%
TF
934
Tompkins Financial
New York
$471K +$18.6K +328 +4%
QWM
935
Quadcap Wealth Management
Texas
$471K -$121K -2,127 -21%
FWA
936
FSC Wealth Advisors
New York
$469K +$63.3K +1,115 +16%
GI
937
GAMMA Investing
California
$467K -$1.04M -18,235 -69%
SEA
938
Stegent Equity Advisors
Texas
$466K -$568 -10 -0.1%
PWAM
939
Private Wealth Asset Management
Iowa
$461K +$4.26K +75 +0.9%
VFA
940
Valeo Financial Advisors
Indiana
$458K +$174K +3,062 +62%
BWG
941
Beta Wealth Group
California
$454K -$14M -247,229 -97%
CWA
942
Consilium Wealth Advisory
Texas
$452K +$2.21K +39 +0.5%
ATS
943
Ashton Thomas Securities
New York
$450K -$484K -8,525 -52%
PNC
944
Park National Corp
Ohio
$443K +$136K +2,391 +45%
HFRG
945
Houlihan Financial Resource Group
Virginia
$441K -$66.7K -1,175 -13%
AI
946
Accredited Investors
Minnesota
$440K +$6.87K +121 +2%
WFPG
947
Waller Financial Planning Group
Ohio
$437K +$56.8K +1,000 +15%
TYCC
948
Texas Yale Capital Corp
Florida
$437K +$85.2K +1,500 +24%
TDC
949
Thompson Davis & Co
Virginia
$433K -$283K -4,989 -40%
MWM
950
Mission Wealth Management
California
$432K -$861K -15,170 -67%
36 37
38
39 40