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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
951
Triad Wealth Partners
Kansas
$407K -$102K -1,759 -20%
KPWG
952
KFA Private Wealth Group
Virginia
$406K +$414K +7,114 New
CCT
953
Capital City Trust
Florida
$406K – – –
OPWM
954
Oregon Pacific Wealth Management
Oregon
$406K +$18.9K +325 +5%
TWM
955
TCFG Wealth Management
California
$404K -$34.6K -594 -8%
PVI
956
Pine Valley Investments
New Jersey
$404K -$295K -5,071 -42%
APW
957
Atlantic Private Wealth
North Carolina
$402K – – –
TWM
958
Tanglewood Wealth Management
Texas
$402K – – –
AA
959
Armis Advisers
Georgia
$401K -$112K -1,922 -21%
PG
960
Prostatis Group
Maryland
$401K -$23.7K -407 -5%
MFP
961
Meridian Financial Partners
Virginia
$400K +$408K +6,998 New
OAS
962
Optivise Advisory Services
Tennessee
$396K -$172K -2,951 -30%
ML
963
McAdam LLC
Pennsylvania
$395K -$27.7K -475 -6%
RWP
964
Reliant Wealth Planning
Kentucky
$395K +$128K +2,194 +47%
WCM
965
Wealthcare Capital Management
Virginia
$393K -$32K -549 -7%
SIC
966
Samalin Investment Counsel
New York
$389K -$126K -2,156 -24%
BBA
967
BLB&B Advisors
Pennsylvania
$389K -$19.1K -327 -5%
EFG
968
Embree Financial Group
Illinois
$384K +$16.2K +278 +4%
LBC
969
Leigh Baldwin & Co
New York
$384K -$11.7K -201 -3%
SAF
970
Smith Anglin Financial
Texas
$382K -$862K -14,799 -69%
WFPG
971
Waller Financial Planning Group
Ohio
$381K +$49.6K +851 +15%
CWA
972
Canvas Wealth Advisors
Kansas
$380K -$31.7K -544 -7%
SP
973
Stablepoint Partners
Massachusetts
$380K -$7.69K -132 -2%
PPC
974
Park Place Capital
Alabama
$376K – – –
SA
975
Sincerus Advisory
New York
$376K +$6.29K +108 +2%
37 38
39
40 41