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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
926
Shum Financial Group
California
$477K +$475K +8,360 New
MWM
927
Modera Wealth Management
New Jersey
$476K -$51.1K -900 -10%
RIA
928
Realta Investment Advisors
Delaware
$476K +$119K +2,093 +33%
VCM
929
Vivaldi Capital Management
Illinois
$476K -$17.3K -305 -4%
BIG
930
Brookwood Investment Group
Arizona
$476K -$1.27M -22,365 -73%
NB
931
NBT Bank
New York
$475K -$54.2K -955 -11%
TF
932
Tompkins Financial
New York
$471K +$18.6K +328 +4%
QWM
933
Quadcap Wealth Management
Texas
$471K -$121K -2,127 -21%
FWA
934
FSC Wealth Advisors
New York
$469K +$63.3K +1,115 +16%
GI
935
GAMMA Investing
California
$467K -$1.04M -18,235 -69%
SEA
936
Stegent Equity Advisors
Texas
$466K -$568 -10 -0.1%
PWAM
937
Private Wealth Asset Management
Iowa
$461K +$4.26K +75 +0.9%
VFA
938
Valeo Financial Advisors
Indiana
$458K +$174K +3,062 +62%
BWG
939
Beta Wealth Group
California
$454K -$14M -247,229 -97%
CWA
940
Consilium Wealth Advisory
Texas
$452K +$2.21K +39 +0.5%
ATS
941
Ashton Thomas Securities
New York
$450K -$484K -8,525 -52%
PNC
942
Park National Corp
Ohio
$443K +$136K +2,391 +45%
HFRG
943
Houlihan Financial Resource Group
Virginia
$441K -$66.7K -1,175 -13%
AI
944
Accredited Investors
Minnesota
$440K +$6.87K +121 +2%
WFPG
945
Waller Financial Planning Group
Ohio
$437K +$56.8K +1,000 +15%
TYCC
946
Texas Yale Capital Corp
Florida
$437K +$85.2K +1,500 +24%
TDC
947
Thompson Davis & Co
Virginia
$433K -$283K -4,989 -40%
MWM
948
Mission Wealth Management
California
$432K -$861K -15,170 -67%
FSBI
949
Fearless Solutions (Best Invest)
Texas
$430K -$1.87K -33 -0.4%
LWM
950
Liberty Wealth Management
California
$430K +$427K +7,527 New
36 37
38
39 40