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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
NF
951
Nvest Financial
New Hampshire
$206K +$206K +3,637 New
SW
952
Solidarity Wealth
Utah
$205K -$44.8K -792 -18%
CFG
953
Clayton Financial Group
Missouri
$205K – – –
YWS
954
Yarger Wealth Strategies
Ohio
$205K +$204K +3,615 New
FF
955
Fluent Financial
Texas
$205K -$48.4K -855 -19%
LWMNY
956
Landmark Wealth Management (New York)
New York
$204K +$204K +3,598 New
CA
957
CGN Advisors
Kansas
$204K +$203K +3,597 New
SAM
958
SP Asset Management
California
$203K +$203K +3,582 New
CIA
959
Choate Investment Advisors
Massachusetts
$203K – – –
AA
960
Advisory Alpha
Michigan
$202K -$13.7K -242 -6%
CAMV
961
Concord Asset Management (Virginia)
Virginia
$200K +$200K +3,530 New
FP
962
Financial Perspectives
Minnesota
$195K +$3.17K +56 +2%
AWA
963
Alaska Wealth Advisors
Alaska
$190K -$1.53K -27 -0.8%
PTC
964
Private Trust Company
Ohio
$176K – – –
DF
965
Dunhill Financial
United Kingdom
$172K -$4.53K -80 -3%
BBPWM
966
Blue Bell Private Wealth Management
Pennsylvania
$163K – – –
CB
967
Chris Bulman
California
$163K +$163K +2,874 New
EBA
968
Eagle Bay Advisors
New York
$160K -$81.1K -1,434 -34%
PB
969
Pinnacle Bancorp
Nebraska
$159K – – –
ACA
970
Atlas Capital Advisors
Wyoming
$156K +$23.6K +418 +18%
CFD
971
Creative Financial Designs
Indiana
$156K +$2.6K +46 +2%
SMA
972
Sage Mountain Advisors
Georgia
$155K – – –
APCM
973
Alaska Permanent Capital Management
Alaska
$152K – – –
OWA
974
Opal Wealth Advisors
New York
$152K +$151K +2,673 New
BHWM
975
Beaird Harris Wealth Management
Texas
$147K +$109K +1,934 +293%
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