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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
R
951
Rebalance
California
$510K +$14.9K +263 +3%
BFWM
952
Bright Futures Wealth Management
New York
$508K +$60.4K +1,069 +13%
PAM
953
PVG Asset Management
Colorado
$508K -$10.1K -178 -2%
PF
954
PlanVest Financial
Maryland
$505K +$46.5K +824 +10%
SWM
955
Steinberganna Wealth Management
New York
$502K +$167K +2,954 +50%
RCG
956
Regatta Capital Group
California
$502K -$36.1K -639 -7%
GI
957
GAMMA Investing
California
$500K +$175K +3,107 +54%
AIP
958
Almanack Investment Partners
Pennsylvania
$499K +$499K +8,833 New
GEA
959
Glen Eagle Advisors
New Jersey
$498K +$168K +2,983 +51%
PCM
960
Pennsylvania Capital Management
Pennsylvania
$494K -$150K -2,654 -23%
GAM
961
Grandview Asset Management
Pennsylvania
$493K -$68.5K -1,212 -12%
EWM
962
Endowment Wealth Management
Wisconsin
$492K -$51.7K -916 -10%
BHC
963
Bull Harbor Capital
Maryland
$492K +$138K +2,435 +39%
FA
964
Fiduciary Alliance
South Carolina
$492K -$55.1K -975 -10%
EFG
965
Ethos Financial Group
Pennsylvania
$492K +$488K +8,637 New
FCP
966
Fidelis Capital Partners
Florida
$489K +$14.8K +262 +3%
CGH
967
Crossmark Global Holdings
Texas
$487K – – –
CWM
968
Cornerstone Wealth Management
Missouri
$484K +$185K +3,271 +62%
NL
969
NVWM LLC
Pennsylvania
$482K -$507K -8,985 -51%
MFG
970
Midwest Financial Group
Kansas
$479K +$149K +2,645 +45%
QWM
971
QP Wealth Management
New Jersey
$478K -$113K -1,998 -19%
HIS
972
Harvest Investment Services
Illinois
$475K -$37.2K -659 -7%
OCA
973
Odyssey Capital Advisors
Pennsylvania
$473K -$17.7K -314 -4%
CRWM
974
Castle Rock Wealth Management
California
$471K -$100K -1,778 -17%
CCIA
975
Cherry Creek Investment Advisors
Colorado
$469K +$10.3K +182 +2%
37 38
39
40 41