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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
951
Clayton Financial Group
Missouri
$205K – – –
YWS
952
Yarger Wealth Strategies
Ohio
$205K +$204K +3,615 New
FF
953
Fluent Financial
Texas
$205K -$48.4K -855 -19%
LWMNY
954
Landmark Wealth Management (New York)
New York
$204K +$204K +3,598 New
CA
955
CGN Advisors
Kansas
$204K +$203K +3,597 New
SAM
956
SP Asset Management
California
$203K +$203K +3,582 New
CIA
957
Choate Investment Advisors
Massachusetts
$203K – – –
AA
958
Advisory Alpha
Michigan
$202K -$13.7K -242 -6%
CAMV
959
Concord Asset Management (Virginia)
Virginia
$200K +$200K +3,530 New
FP
960
Financial Perspectives
Minnesota
$195K +$3.17K +56 +2%
AWA
961
Alaska Wealth Advisors
Alaska
$190K -$1.53K -27 -0.8%
PTC
962
Private Trust Company
Ohio
$176K – – –
DF
963
Dunhill Financial
United Kingdom
$172K -$4.53K -80 -3%
BBPWM
964
Blue Bell Private Wealth Management
Pennsylvania
$163K – – –
CB
965
Chris Bulman
California
$163K +$163K +2,874 New
EBA
966
Eagle Bay Advisors
New York
$160K -$81.1K -1,434 -34%
PB
967
Pinnacle Bancorp
Nebraska
$159K – – –
ACA
968
Atlas Capital Advisors
Wyoming
$156K +$23.6K +418 +18%
CFD
969
Creative Financial Designs
Indiana
$156K +$2.6K +46 +2%
SMA
970
Sage Mountain Advisors
Georgia
$155K – – –
APCM
971
Alaska Permanent Capital Management
Alaska
$152K – – –
OWA
972
Opal Wealth Advisors
New York
$152K +$151K +2,673 New
BHWM
973
Beaird Harris Wealth Management
Texas
$147K +$109K +1,934 +293%
CJ
974
Caitlin John
Michigan
$144K +$1.81K +32 +1%
WSC
975
Wellington Shields & Co
New York
$142K – – –
37 38
39
40 41