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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
951
Almanack Investment Partners
Pennsylvania
$499K +$499K +8,833 New
GEA
952
Glen Eagle Advisors
New Jersey
$498K +$168K +2,983 +51%
PCM
953
Pennsylvania Capital Management
Pennsylvania
$494K -$150K -2,654 -23%
GAM
954
Grandview Asset Management
Pennsylvania
$493K -$68.5K -1,212 -12%
EWM
955
Endowment Wealth Management
Wisconsin
$492K -$51.7K -916 -10%
BHC
956
Bull Harbor Capital
Maryland
$492K +$138K +2,435 +39%
FA
957
Fiduciary Alliance
South Carolina
$492K -$55.1K -975 -10%
EFG
958
Ethos Financial Group
Pennsylvania
$492K +$488K +8,637 New
FCP
959
Fidelis Capital Partners
Florida
$489K +$14.8K +262 +3%
CGH
960
Crossmark Global Holdings
Texas
$487K – – –
CWM
961
Cornerstone Wealth Management
Missouri
$484K +$185K +3,271 +62%
NL
962
NVWM LLC
Pennsylvania
$482K -$507K -8,985 -51%
MFG
963
Midwest Financial Group
Kansas
$479K +$149K +2,645 +45%
QWM
964
QP Wealth Management
New Jersey
$478K -$113K -1,998 -19%
HIS
965
Harvest Investment Services
Illinois
$475K -$37.2K -659 -7%
OCA
966
Odyssey Capital Advisors
Pennsylvania
$473K -$17.7K -314 -4%
CRWM
967
Castle Rock Wealth Management
California
$471K -$100K -1,778 -17%
CCIA
968
Cherry Creek Investment Advisors
Colorado
$469K +$10.3K +182 +2%
4WM
969
49 Wealth Management
Texas
$467K +$144K +2,543 +44%
A
970
Alongside
Texas
$467K +$467K +8,276 New
BJL
971
Brighton Jones LLC
Washington
$467K -$259K -4,591 -36%
CFP
972
Comprehensive Financial Planning
Pennsylvania
$465K -$47.9K -848 -9%
NL
973
NWAM LLC
Washington
$461K +$235K +4,169 +104%
MSFS
974
Main Street Financial Solutions
Pennsylvania
$461K -$207K -3,671 -31%
SP
975
Stablepoint Partners
Massachusetts
$457K -$16.3K -288 -3%
37 38
39
40 41