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JPMorgan Equity Premium Income ETF
JEPI

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
976
Detalus Advisors
Missouri
$457K -$96K -1,700 -17%
DA
977
Dover Advisors
Virginia
$457K +$7.63K +135 +2%
PWAM
978
Private Wealth Asset Management
Iowa
$456K -$321K -5,677 -41%
SEA
979
Stegent Equity Advisors
Texas
$456K – – –
HC
980
Hurley Capital
New York
$455K +$8.02K +142 +2%
CGA
981
Crescent Grove Advisors
Illinois
$454K -$3.28M -57,986 -88%
ACM
982
Aurdan Capital Management
Pennsylvania
$452K -$166K -2,944 -27%
CA
983
Carson Advisory
Georgia
$451K +$451K +7,992 New
RIA
984
Realta Investment Advisors
Delaware
$450K -$11K -195 -2%
SI
985
SimpliFi Inc
California
$450K +$9.88K +175 +2%
AFA
986
American Financial Advisors
Georgia
$449K -$65.1K -1,152 -13%
OBWA
987
Oak Barrel Wealth Advisory
Virginia
$448K +$448K +7,929 New
CWA
988
Consilium Wealth Advisory
Texas
$447K – – –
SA
989
Sincerus Advisory
New York
$445K +$1.81K +32 +0.4%
EIP
990
Essential Investment Partners
Colorado
$444K – – –
ACS
991
Archford Capital Strategies
Illinois
$439K +$34.2K +605 +8%
WAS
992
Winch Advisory Services
Wisconsin
$438K -$13.8K -245 -3%
JLBC
993
J.L. Bainbridge & Co
Florida
$437K +$107K +1,888 +32%
PBO
994
Peoples Bank (Ohio)
Ohio
$437K – – –
CIA
995
Cape Investment Advisory
Georgia
$436K -$38.9K -689 -8%
CCA
996
Corps Capital Advisors
Texas
$436K -$52.5K -930 -11%
FSBI
997
Fearless Solutions (Best Invest)
Texas
$435K -$6.89K -122 -2%
LOWM
998
Laurel Oak Wealth Management
New Jersey
$434K +$91.7K +1,623 +27%
WP
999
WealthSpring Partners
California
$434K -$25.4K -450 -6%
BAG
1000
Bridgewealth Advisory Group
California
$433K -$135K -2,394 -24%
38 39
40
41 42